Will the AI bubble pop with a whimper? Or are we screwed?

The AI ​​bubble is bigger than ever.

Share prices have soared to insane heights in hopes that AI will make companies richer than God. Maybe over time, some companies will too. But not all. The lesson of the dot-com bubble is that the horizon of excitement is much wider than the circle of success.

A big showdown is definitely coming that will shake up AI valuations. The majority of Wall Street fund managers (54%) believe AI stocks are already overvalued, according to an October 2025 survey by Bank of America.