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Is the AI bubble about to burst, and what's driving analyst jitters?

AI-related stocks drove 75% of S&P 500 returns since Nov 2022, but supply constraints in energy and infrastructure limit growth and cause a backlog paradox.

Summary by Euronews
AI stocks face bubble fears, but analysts say surging demand and infrastructure bottlenecks — not speculation — are the real issue.

2 Articles

The BreachThe Breach
Left

The AI bubble may be about to burst. Mark Carney must not bail out its Tech Barons

·Toronto, Canada
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EuronewsEuronews
Center

Is the AI bubble about to burst, and what's driving analyst jitters?

AI stocks face bubble fears, but analysts say surging demand and infrastructure bottlenecks — not speculation — are the real issue.

·France
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  • 50% of the sources lean Left, 50% of the sources are Center
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Euronews broke the news in France on Tuesday, November 18, 2025.
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