ai-bubble

Over the last couple of weeks, we've asked market pros where they fall on the AI bubble argument and how to invest accordingly. Some warned of downside for tech stocks. Others said they still like the AI trade, but recommend hedging it with other parts of the market.

• The phrase "AI bubble" has recently been in the zeitgeist.
• Mentions in earnings calls and investor conference transcripts increased 740% from last quarter.
• Only demonstrable profits will quiet the talk, analyst Gil Luria told BI.

There's a bubble in talk of an "AI bubble."