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Generative AI as Investment Bubble 2025

Generative AI as Investment Bubble 2025, part five

Documents:
a flood of new bonds by the AI hyperscalers
webSam GoldfarbWall Street Journal2025-11-23
a burst of bonds issued by AI companies in 2025
webWall Street Journal2025-11-23
people who are profiting from the AI boom deny a bubble
webBobby AllynNPR2025-11-23
Michael Burry on fraudulent accounting by the AI giants
webBarchart Insights2025-11-20
Michael Burry questions Nvidia's accounting claims
webTheron MohamedBusiness Insider2025-11-20
Peter Thiel dumps all Nvidia stock from his hedge fund
webMoz FarooqueThe Street2025-11-16
OpenAI seeks US government backing for expansion
webJames TitcombThe Telegraph2025-11-06
AI bubble seen OK because it's built on spare cash
webDionysis PartsinevelosInvezz2025-11-05
the 7 big AI-heavy companies are 32% of stock market
webDiccon HyattInvestopedia2025-11-03
AI as too big too fail (meaning taxpayer bailouts)
webTim HigginsWall Street Journal2025-11-02
AI investment can pay off only by replacing workers
webJason MaFortune2025-11-01
here's how the AI crash happens
webMatteo WongThe Atlantic2025-10-30