Why The A I Rally And The Bubble Talk Could Continue Next Year

Listen to this article in summarized format (What's moving Sensex and Nifty Track latest market news, stock tips, Budget 2025, Share Market on Budget 2025 and expert advice, on ETMarkets. Also, ETMarkets.com is now on Telegram. For fastest news alerts on financial markets, investment strategies and stocks alerts, subscribe to our Telegram feeds .) Subscribe to ET Prime and read the Economic Times ePaper Online.and Sensex Today. Top Trending Stocks: SBI Share Price, Axis Bank Share Price, HDFC Bank Share Price, Infosys Share Price, Wipro Share Price, NTPC Share Price

(What's moving Sensex and Nifty Track latest market news, stock tips, Budget 2025, Share Market on Budget 2025 and expert advice, on ETMarkets. Also, ETMarkets.com is now on Telegram. For fastest news alerts on financial markets, investment strategies and stocks alerts, subscribe to our Telegram feeds .) The Artificial Intelligence boom has driven global equity gains, though bubble concerns persist. Daniel Casali, Chief Investment Strategist at Evelyn Partners, notes that stronger data use is boosting profit margins and that robust cash flows are making the boom largely self-sustaining, but valuations still carry risks. Daniel Casali, Chief Investment Strategist at Evelyn Partners, the UK wealth manager, comments:

“In the classic TV series Blackadder Goes Forth, private Baldrick famously writes a poem about the war that consists solely of the words “boom, boom, boom.” It’s short, loud, and a little ridiculous—but oddly... “The boom in AI has dominated headlines and equity market performance, and some of the numbers are staggering. Since ChatGPT (a conversational tool powered by AI) was launched on 30 November 2022, the US tech heavy NASDAQ composite has doubled to add $18 trillion in market value, far outstripping the performance of... This index includes all the major players in the AI theme, including Alphabet (the parent of Google and YouTube), Meta Platforms (the owner of Facebook and Instagram), Amazon, Oracle, Microsoft, and chip designer Nvidia. “Given the scale of this move, concerns are rising over whether AI-related stocks are another financial bubble in the making. In October, the Bank of England’s Financial Policy Committee warned that ‘equity market valuations appear stretched, particularly for technology companies focused on Artificial Intelligence’.

Elsewhere, Bank of America’s October 2025 Global Fund Manager Survey showed that 54% of institutional investors believed the AI boom is a bubble. Big Tech’s huge investment in artificial intelligence is making investors nervous. But the technology continues to advance, buoying the bulls. ...... read full story Answer for your question of the article will be displayed here ...

(From left) Doctoral student Hannah Yamagata, research assistant professor Kushol Gupta, and postdoctoral fellow Marshall Padilla holding 3D-printed models of nanoparticles. Jin Liu, Penn’s newest economics faculty member, specializes in international trade.

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