# AI Bubble
Latest news and articles about AI Bubble
Total: 3 articles found
Dimon’s Dread: Why Wall Street’s AI Exuberance Echoes 1999 Without the Safety Net
JPMorgan CEO Jamie Dimon warns that market exuberance has reached dangerous levels as investors ignore a 3.8% CPI print and abandon hedges. While today's tech giants have stronger fundamentals than those of the 1999 dot-com bubble, the extreme concentration and refusal to price in inflationary risks suggest a looming period of high volatility.
OpenAI Defends Growth Trajectory as Skepticism Over AI Infrastructure Spending Intensifies
OpenAI has issued a firm rebuttal to reports suggesting it missed key internal growth targets, including ambitious user base goals for 2025. Despite the company's optimistic rhetoric, canceled infrastructure projects and market volatility among its partners signal growing investor caution regarding the long-term sustainability of the AI boom.
Trump’s Asymmetric Trap: How a Persian Gulf Stalemate Could Trigger ‘Subprime 2.0’
A deepening conflict between the U.S., Israel, and Iran has moved beyond a military standoff to threaten a systemic U.S. financial crisis. The blockade of the Strait of Hormuz is triggering inflation and exposing a 'Subprime 2.0' risk in the $1.6 trillion private credit and AI sectors, potentially ending the petrodollar era.