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2027",[],[10,11,12,13,14,15,16,17,18,19,20,21,22,23,24,25,26,27,28,29,30,31,32,33,34,35,36,37,38,39,40,41,42,43,44],"https://assets.realclear.com/images/72/722908_4_.jpeg","https://media.cnn.com/api/v1/images/stellar/prod/gettyimages-1400563623.jpg?c=original&q=w_1041,c_fill","https://www.livemint.com/lm-img/img/2026/08/11/1600x900/logo/USA-STOCKS--17_1786411042814_1786411074327_b66beb20-9d1e-44c7-9df0-3f44b19b8f3e.JPG","https://d29szjachogqwa.cloudfront.net/images/2026-08/cc544d15-3c5b-485d-8036-9d7b7b7d94bc","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2268388747/image_2268388747.jpg?io=getty-c-w630","https://fintech.global/wp-content/uploads/2026/08/luke-jones-tBvF46kmwBw-unsplash-1.jpg","https://fortune.com/img-assets/wp-content/uploads/2026/08/Screenshot-2026-08-13-at-71924-PM.png?format=webp&w=1440&q=100","https://substack-video.s3.amazonaws.com/video_upload/post/211105996/920bb5d0-4822-4284-b4a4-7148e956a7bb/transcoded-1786666645.png","https://image.cnbcfm.com/api/v1/image/108348349-17865342091786534206-47724653672-1080pnbcnews.jpg?v=1786534208&w=750&h=422&vtcrop=y","https://img.biggo.com/viHTHXFQNNERuuwyDVN-zWy5-cqgBxLXxx_Fq1-_fqs/fit/1720/0/sm/0/aHR0cHM6Ly9pbWcuYmdvLm9uZS9uZXdzLWltYWdlL2FpX2dlbmVyYXRlZC8yMDI2LTA4LzU3NmFmNDU2N2JiZDk3MDJfMTc4NjczMzE2Nl9jb3Zlci5qcGc.webp","https://krdo.b-cdn.net/2026/08/cnn-L19jb21wb25lbnRzL2ltYWdlL2luc3RhbmNlcy9jbXNxZ3loMTIwMDAyM2I2cnpyNzNsajlk-L19jb21wb25lbnRzL2FydGljbGUvaW5zdGFuY2VzL2Ntc3FkMjdkODAwMHkyOHBnaGZ3ejYwc3M.jpg","https://blog.tipranks.com/wp-content/uploads/2026/08/shutterstock_2656247979-750x406.jpg","https://cnews24.ru/uploads/2fa/2fa0c364367770a54f0349a0f6b169d8fd0f3439_80.jpg","https://www.nordea.com/sites/default/files/styles/hero_big/public/2025-12/nordea_com-stock-market.jpg.webp?itok=WCIsuNeS","https://www.computing.co.uk/research/2026/media_17e64f3c66c6ec075b9ebc1593e895b27f85b261d.png?width=750&format=png&optimize=medium","https://newsfile.moomoo.com/news-thumbnail/20240704/public/17200754049498242940868-news-thumbnail/20240704/public/17200754049486007212414.jpg","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2219944502/image_2219944502.jpg?io=getty-c-w630","https://wp.thestreetpro.com/wp-content/uploads/2026/07/7-14-26-datacenter-shutterstock_2677202313.jpg","https://image.chitra.live/api/v1/wps/dcbf4fc/16f73f07-2664-4efd-87bb-c62205d08e08/5/BARIBEAU-Mark-Jennison-Associates-2019-679x419.jpg","https://image.cnbcfm.com/api/v1/image/108349013-17866199771786619973-47743967682-1080pnbcnews.jpg?v=1786619976&w=750&h=422&vtcrop=y","https://static01.nyt.com/images/2026/08/12/arts/12opinions-ai-clip2-cover/12opinions-ai-clip2-cover-jumbo.png?auto=webp&quality=75","https://image.cnbcfm.com/api/v1/image/108348152-17864846631786484659-47713727469-1080pnbcnews.jpg?v=1786484662&w=750&h=422&vtcrop=y","https://www.madrona.com/wp-content/uploads/2026/08/1177960-1-scaled.jpg","https://www.apollo.com/content/dam/apolloaem/images/daily-spark/2026/aug/12/Aug12_Chart1.jpg","https://s.yimg.com/lo/mysterio/api/016e40be8b730962279a1a8e46f7026d3cc1aafd4d489ab790accbe60a542d86/lightyear_networkapi/resizefill_w960%3Bquality_80%3Bformat_webp/https%3A%2F%2Fmedia.zenfs.com%2Fen%2Fmotleyfool.com%2F08886c179237818ace29021812b4f076.jpg","https://d15shllkswkct0.cloudfront.net/wp-content/blogs.dir/1/files/2026/08/AI-Party-Cartoon.png","https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2274784754/image_2274784754.jpg?io=getty-c-w630","https://www.moneyweb.co.za/wp-content/uploads/2026/05/AdobeStock_1924400564-1024x583.jpeg","https://cdn.magzter.com/1583740907/1786843075/articles/uIjR7ck80KcuFKO4ejsys/WILL-THE-AI-BUBBLE-BURST.jpg","https://cdn1.wionews.com/prod/wion/images/2026/20260813/1308_Investors_930AM-00000002.jpg?im=FitAndFill=(700,400)","https://static.cryptobriefing.com/wp-content/uploads/2026/08/16045046/portr-t-dhaval-joshi-im-anzug-vor-grauem-hintergrund-800x420.jpeg","https://s.yimg.com/lo/mysterio/api/94DE5F6A54FAB3F52F97980F92D3E54F9F8371B0A8F4C18DEB3C0E648E8C397F/subgraphmysterio/resizefit_w960_h540;quality_80;format_webp/https:%2F%2Fmedia.zenfs.com%2Fen%2Fcnn_business_articles_218%2F3b29265e01c809961e416766bc8e7aab.jpg","https://keyt.b-cdn.net/2023/08/nc312-combined-commercial-slate-860x484.jpg","https://beincrypto.com/_mfes/post/_next/image/?url=https%3A%2F%2Fassets.beincrypto.com%2Fimg%2FSFG_h7v37eRdckYwGpNimFUauR0%3D%2Fsmart%2F631ca8fc3b9f479f8721e9704017ef01&w=1920&q=75","https://content.api.news/v3/images/bin/26457cd0dcb60a03e053f69b90164ec0","Strategist Dhaval Joshi's \"rolling sequence of bubbles\" framework reveals a critical market dynamic for e-commerce sellers: rather than a single AI crash, investors are rapidly repricing different AI-related asset classes in succession, creating predictable boom-bust cycles across distinct sectors. This pattern directly impacts seller operations through three mechanisms: (1) **SaaS subscription model disruption** as AI agents threaten recurring revenue models, (2) **semiconductor and component price volatility** affecting hardware sellers and electronics categories, and (3) **data center infrastructure demand spikes** driving 600% surges in DDR3 RAM and conductor materials within 12-month windows.\n\nThe news identifies specific market corrections already underway: SaaS stocks crashed as investors recognized AI agents could replace subscription services; silver prices nearly tripled on data center conductor demand before correcting; semiconductor stocks surged on perceived unlimited pricing power, now unwinding as investors recognize chipmakers lack sustainable profit moats. For sellers, this creates actionable intelligence: Joshi predicts AI capital expenditure will peak in late 2026 or early 2027, with three critical risks—sharp interest rate increases, rapid capex cycle unwinding, or recession—that will trigger the next rotation cycle.\n\n**Immediate seller implications**: Electronics and hardware sellers should monitor DDR3 RAM, semiconductor components, and data center-related products (cooling systems, power supplies, networking equipment) as leading indicators of bubble rotation. The 600% DDR3 RAM surge in under one year demonstrates the amplitude of these cycles. Sellers can use AI-powered price monitoring tools to detect when these components enter bubble phases, then execute dynamic pricing strategies to capture margin expansion before corrections occur. SaaS sellers must prepare for margin compression as AI agents commoditize subscription models—shifting toward usage-based pricing or AI-augmented services creates defensible moats. The fundamental question Joshi raises—\"which entity captures AI's value: corporations with moats, individual superusers, or consumers through price competition\"—directly determines whether sellers can maintain margins or face commoditization.\n\n**Strategic window**: With capex projected to peak in late 2026/early 2027, sellers have 18-24 months to position inventory in high-volatility categories (semiconductors, memory, data center components) and establish pricing algorithms that capitalize on the 4-8 week correction cycles Joshi identifies. Amazon, Meta, Microsoft, Alphabet, and Oracle's capex consuming free cash flow by 2027 signals sustained demand for infrastructure products, but with declining pricing power—sellers must shift from margin expansion to volume optimization before the correction hits.",[47,50,53,56,59,62,65,68],{"title":48,"answer":49,"author":5,"avatar":5,"time":5},"What are the three critical risks that could accelerate the AI bubble correction timeline?","Joshi identifies three critical risks that could trigger earlier corrections than the predicted late 2026/early 2027 peak: (1) **Sharp increases in real interest rates** (above 3-4% real rates) would reduce hyperscaler capex ROI calculations, accelerating budget cuts and demand destruction for semiconductors and infrastructure products, (2) **Rapid capex cycle unwinding** if hyperscalers simultaneously reduce capex guidance (e.g., all five major companies cutting capex 20%+ in same quarter), and (3) **Non-mild recession** that reduces enterprise AI spending and delays infrastructure buildouts. For sellers, these risks mean the 18-24 month window could compress to 12-18 months if any risk materializes. Immediate monitoring actions: (1) Track 10-year Treasury yields and real rate forecasts—if real rates spike above 3%, accelerate inventory liquidation plans, (2) Monitor hyperscaler earnings calls for capex guidance changes—if three or more companies cut capex guidance simultaneously, the correction is likely imminent, and (3) Watch recession probability indicators (yield curve, unemployment, PMI)—if recession probability exceeds 40%, reduce inventory exposure in bubble categories by 30-40%. The amplitude and rapidity of corrections—fortunes made and lost in weeks—means sellers must act decisively when these risk signals appear.",{"title":51,"answer":52,"author":5,"avatar":5,"time":5},"What AI tools should sellers use to detect and capitalize on bubble rotation cycles?","Sellers need three AI-powered capabilities: (1) **Price monitoring and anomaly detection** tools that track semiconductor, memory, and data center component prices across suppliers and marketplaces, alerting when 50%+ spikes occur within 4-week windows (indicating bubble entry), (2) **Dynamic pricing engines** that automatically adjust seller margins based on bubble phase detection—expanding margins 20-30% during bubble phases, contracting 10-15% during corrections, and (3) **Demand forecasting models** that predict which categories will enter bubble phases next by analyzing capex announcements from Amazon, Microsoft, Meta, Alphabet, and Oracle. Specific tools: Use Keepa or CamelCamelCamel for Amazon price history analysis, implement Prisync or Competera for dynamic pricing, and subscribe to earnings call transcripts from hyperscalers to detect capex trend shifts. The ROI is substantial—sellers using dynamic pricing in volatile categories typically see 15-25% margin improvement during bubble phases, with 3-6 month payback periods on tool investments.",{"title":54,"answer":55,"author":5,"avatar":5,"time":5},"How does the SaaS bubble collapse affect sellers of software and subscription-based products?","SaaS stocks crashed as investors realized AI agents threatened subscription models, indicating that recurring revenue models face structural disruption. For sellers offering SaaS products or subscription services, this signals margin compression and customer churn risk as AI alternatives commoditize offerings. Immediate actions: (1) Shift from pure subscription pricing to usage-based or AI-augmented service models that create defensible moats, (2) Reduce customer acquisition cost (CAC) targets by 20-30% to maintain profitability as lifetime value (LTV) declines, (3) Accelerate product differentiation through proprietary AI features that competitors cannot easily replicate, and (4) Monitor competitor pricing—when SaaS valuations compress, price wars intensify. Sellers should expect 15-25% margin compression in SaaS categories over the next 12-18 months as the bubble unwinds. Consider pivoting to enterprise/vertical-specific solutions where switching costs remain high despite AI competition.",{"title":57,"answer":58,"author":5,"avatar":5,"time":5},"Which companies are most exposed to capex-driven bubble cycles and how does this affect seller opportunities?","Joshi specifically identifies Microsoft, Alphabet, Amazon, Meta, and Oracle as hyperscalers whose capex will consume free cash flow by 2027. These companies drive demand for semiconductors, memory, data center infrastructure, cooling systems, and power supplies—creating bubble opportunities for sellers in these categories. Amazon's capex surge particularly affects sellers of: (1) **Data center components** (networking equipment, storage systems, cooling solutions), (2) **Semiconductor and memory products** (processors, DDR3/DDR4/DDR5 RAM, SSDs), and (3) **Infrastructure software and services**. Sellers should monitor quarterly earnings announcements from these five companies for capex guidance changes—when capex forecasts increase 20%+ year-over-year, it signals the beginning of a bubble accumulation phase. Conversely, when capex guidance declines or capex-to-revenue ratios peak, it signals the correction is imminent. The fundamental question Joshi raises—'which entity captures AI's value: corporations with moats, individual superusers, or consumers through price competition'—suggests that as capex peaks, pricing power shifts from suppliers to hyperscalers, compressing seller margins 15-25% during the correction phase.",{"title":60,"answer":61,"author":5,"avatar":5,"time":5},"How should sellers position inventory before the predicted 2026-2027 capex peak and correction?","With AI capex peaking in late 2026/early 2027, sellers have 18-24 months to execute a three-phase inventory strategy: (1) **Accumulation phase (now through Q2 2026)**: Build inventory in high-volatility categories (DDR3 RAM, semiconductors, data center components, silver/conductor materials) while prices remain relatively stable. Target 2-3x normal inventory levels in these categories to capture margin expansion during the bubble phase. (2) **Bubble phase (Q3 2026-Q1 2027)**: When prices spike 50%+ within 4-8 weeks, execute aggressive pricing to capture 25-35% margins (vs. normal 10-15%). Simultaneously, begin liquidating excess inventory at premium prices. (3) **Correction phase (Q2-Q4 2027)**: Expect 30-40% price corrections as capex cycle unwinds. Minimize inventory exposure by shifting to just-in-time purchasing and focusing on categories with structural demand (not bubble-driven). Sellers should also monitor interest rate forecasts—sharp rate increases accelerate the correction timeline, potentially moving the peak to late 2026 instead of early 2027.",{"title":63,"answer":64,"author":5,"avatar":5,"time":5},"What is Dhaval Joshi's rolling sequence of bubbles framework and how does it affect seller strategy?","Joshi proposes that instead of one catastrophic AI crash, investors rapidly misprice and correct different AI-related assets in succession—creating predictable boom-bust cycles across sectors like SaaS, semiconductors, and data center components. For sellers, this means 3-6 month windows of extreme price volatility where fortunes are made and lost in weeks. Rather than preparing for a single market crash, sellers should implement AI-powered price monitoring to detect when categories enter bubble phases (like DDR3 RAM surging 600% in under a year), then execute dynamic pricing strategies to capture margin expansion before corrections occur. The framework explains why no single AI-linked selloff has triggered market crashes—capital continuously rotates into new bubbles rather than exiting risky assets entirely.",{"title":66,"answer":67,"author":5,"avatar":5,"time":5},"When will the next AI bubble correction occur and how should sellers prepare?","Joshi predicts AI capital expenditure will peak in late 2026 or early 2027, with three critical risks triggering corrections: sharp increases in real interest rates, rapid capex cycle unwinding, or non-mild recession. This gives sellers an 18-24 month window to position inventory in high-volatility categories before the major correction hits. Immediate preparation steps: (1) Implement AI-powered price monitoring tools to track semiconductor, memory, and data center component prices weekly, (2) Build dynamic pricing algorithms that automatically adjust margins based on bubble phase detection, (3) Diversify inventory across multiple bubble candidates (DDR3 RAM, silver/conductor materials, SaaS infrastructure), and (4) Establish relationships with 2-3 suppliers to enable rapid inventory shifts when corrections begin. Major hyperscalers (Amazon, Microsoft, Meta, Alphabet, Oracle) will see capex overtake free cash flow by 2027, signaling sustained demand but declining pricing power—shift strategy from margin expansion to volume optimization before the peak.",{"title":69,"answer":70,"author":5,"avatar":5,"time":5},"Which product categories are most vulnerable to AI bubble rotation cycles?","Three categories show immediate vulnerability: (1) **Semiconductors and memory components** (DDR3 RAM surged 600% in under 12 months), (2) **Data center infrastructure** including cooling systems, power supplies, and networking equipment (silver prices nearly tripled on conductor demand), and (3) **SaaS-related hardware and software** as AI agents threaten subscription models. Sellers in electronics, computer components, and data center equipment categories should treat these as leading indicators of bubble rotation. When these categories experience 50%+ price spikes within 4-8 weeks, it signals the beginning of a bubble phase. Sellers can use this pattern to time inventory purchases and pricing adjustments—buying before the spike, pricing aggressively during the bubble, and preparing for 30-40% corrections when the cycle unwinds.",[72,77,82,87,92,96,101,106,110,114,119,123,127,131,135,139,143,147,151,155,159,163,167,171,175,179,183,187,191,194,198,202,206,210,214,217,221,225],{"id":73,"title":74,"source":75,"logo":17,"time":76},1399976,"The State of the AI Bubble with Ed Zitron","https://www.bloodinthemachine.com/p/the-state-of-the-ai-bubble-with-ed","4D AGO",{"id":78,"title":79,"source":80,"logo":13,"time":81},1399998,"AI boom: Is this a stock picker’s market or a buy-and-hold trade?","https://finance.yahoo.com/video/ai-boom-stock-picker-market-140700931.html","7D AGO",{"id":83,"title":84,"source":85,"logo":5,"time":86},1399977,"AI spending boom durability concerns — A Catalyst Investors Should Watch","https://kalkinemedia.com/uk/stocks/technology/ai-spending-boom-durability-concerns-a-catalyst-investors-should-watch","3D AGO",{"id":88,"title":89,"source":90,"logo":26,"time":91},1399999,"AI bubble is inflating as financing risks grow, Awad says (XT:NASDAQ)","https://seekingalpha.com/news/4632556-ai-bubble-is-inflating-as-financing-risks-grow-awad-says","5D AGO",{"id":93,"title":94,"source":95,"logo":11,"time":91},1399974,"AI boom or bubble? Timing is everything","https://www.cnn.com/2026/08/13/business/ai-stock-tech-bubble",{"id":97,"title":98,"source":99,"logo":18,"time":100},1399996,"We're 'absolutely' in an AI bubble right now, says Lead Edge Capital's Mitchell Green","https://www.cnbc.com/video/2026/08/12/were-absolutely-in-an-ai-bubble-right-now-says-lead-edge-capitals-mitchell-green.html","6D AGO",{"id":102,"title":103,"source":104,"logo":14,"time":105},1399975,"AI spending is surging, but profit gains remain elusive, Goldman Sachs says (XLK:NYSEARCA)","https://seekingalpha.com/news/4633598-ai-spending-is-surging-but-profit-gains-remain-elusive-goldman-sachs-says","2D AGO",{"id":107,"title":108,"source":109,"logo":31,"time":100},1399997,"'Fast Money' traders discuss the state of the AI trade","https://www.cnbc.com/video/2026/08/11/fast-money-traders-discuss-the-state-of-the-ai-trade.html",{"id":111,"title":112,"source":113,"logo":5,"time":86},1399972,"Investors Should Pause And Question The AI Story","https://www.businesstoday.com.my/2026/08/15/investors-should-pause-and-question-the-ai-story",{"id":115,"title":116,"source":117,"logo":21,"time":118},1399994,"Apollo Economist Warns That Companies Are Spending on AI Without Seeing Higher Profits","https://www.tipranks.com/news/apollo-economist-warns-that-companies-are-spending-on-ai-without-seeing-higher-profits","8D AGO",{"id":120,"title":121,"source":122,"logo":37,"time":86},1399973,"AI can change the world and still be a bad investment","https://www.moneyweb.co.za/moneyweb-opinion/soapbox/ai-can-change-the-world-and-still-be-a-bad-investment",{"id":124,"title":125,"source":126,"logo":12,"time":81},1399995,"AI spending boom isn’t boosting profit margins—at least not yet","https://www.livemint.com/market/stock-market-news/ai-spending-boom-isn-t-boosting-profit-margins-at-least-not-yet-11786410976923.html",{"id":128,"title":129,"source":130,"logo":29,"time":91},1399970,"Financing the AI boom: Axios' Madison Mills on circular financing concerns","https://www.cnbc.com/video/2026/08/13/financing-the-ai-boom-axios-madison-mills-on-circular-financing-concerns.html",{"id":132,"title":133,"source":134,"logo":40,"time":105},1399992,"Dhaval Joshi warns AI is not one bubble but a rolling sequence of them","https://cryptobriefing.com/joshi-warns-rolling-ai-bubbles",{"id":136,"title":137,"source":138,"logo":27,"time":118},1399971,"There Is No Single ‘AI Trade’ and Demand Is Only Growing","https://pro.thestreet.com/market-commentary/there-is-no-single-ai-trade-and-demand-is-only-growing",{"id":140,"title":141,"source":142,"logo":10,"time":81},1399993,"AI Investment Looks Like Other Booms & Busts","https://www.realclearmarkets.com/2026/08/11/ai_investment_looks_like_other_booms_and_busts_1199579.html",{"id":144,"title":145,"source":146,"logo":35,"time":76},1399978,"The AI party keeps roaring: Why it won’t end anytime soon","https://siliconangle.com/2026/08/14/ai-party-keeps-roaring-wont-end-anytime-soon",{"id":148,"title":149,"source":150,"logo":28,"time":76},1399979,"Jennison Associates’ Mark Baribeau: Dispelling five AI fear factors","https://www.investmentweek.co.uk/opinion/4534247/jennison-associates-mark-baribeau-dispelling-ai-fear-factors",{"id":152,"title":153,"source":154,"logo":39,"time":91},1399990,"The AI trade has a volatility problem","https://www.wionews.com/videos/the-ai-trade-has-a-volatility-problem-1786599933463",{"id":156,"title":157,"source":158,"logo":22,"time":118},1399991,"AI Spending is Slowing Down. How Will the S&P 500 React?","https://cryptonews.net/news/finance/33270799",{"id":160,"title":161,"source":162,"logo":24,"time":100},1399987,"AI may be a bubble, but we're forging ahead anyway: research","https://www.computing.co.uk/research/2026/ai-may-be-a-bubble-but-we-re-forging-ahead-anyway",{"id":164,"title":165,"source":166,"logo":23,"time":91},1399988,"AI equities: Why the scepticism may be warranted","https://www.nordea.com/en/news/ai-equities-why-the-scepticism-may-be-warranted",{"id":168,"title":169,"source":170,"logo":32,"time":91},1399985,"Is AI a Bubble? What PitchBook’s EVP of Research Sees in the Data","https://www.madrona.com/is-ai-a-bubble-what-pitchbook-nizar-tarhuni-sees-in-the-data",{"id":172,"title":173,"source":174,"logo":44,"time":91},1399986,"The great AI gamble: what happens when the music stops?","https://www.theaustralian.com.au/world/the-great-ai-gamble-can-productivity-catch-up-with-the-hype/news-story/9b8fdd62ce79fc8f65b96824d12f0f06",{"id":176,"title":177,"source":178,"logo":15,"time":100},1399983,"Why the AI trade splintered beneath a steady market","https://fintech.global/2026/08/12/why-the-ai-trade-splintered-beneath-a-steady-market",{"id":180,"title":181,"source":182,"logo":30,"time":91},1399984,"Video: Opinion | Why A.I.’s Promise Isn’t Resonating","https://www.nytimes.com/video/opinion/100000011088929/why-ais-promise-isnt-resonating.html",{"id":184,"title":185,"source":186,"logo":36,"time":100},1400000,"Markets still underpricing AI’s hit to earnings, Apollo says","https://seekingalpha.com/news/4631405-markets-still-underpricing-ai-s-hit-to-earnings-apollo-says",{"id":188,"title":189,"source":190,"logo":25,"time":76},1399981,"Analysts sound the alarm: The AI bubble is inflating, with financing risks emerging as the primary concern.","https://www.moomoo.com/news/post/74691762/analysts-sound-the-alarm-the-ai-bubble-is-inflating-with",{"id":192,"title":94,"source":193,"logo":20,"time":91},1400001,"https://krdo.com/news/2026/08/13/ai-boom-or-bubble-timing-is-everything",{"id":195,"title":196,"source":197,"logo":38,"time":105},1399982,"Will the AI bubble burst? | Sunday Express - newspaper","https://www.magzter.com/stories/newspaper/Sunday-Express/WILL-THE-AI-BUBBLE-BURST",{"id":199,"title":157,"source":200,"logo":43,"time":201},1400002,"https://beincrypto.com/ai-biggest-risk-global-markets-sp500","9D AGO",{"id":203,"title":204,"source":205,"logo":34,"time":86},1399969,"Worried About an AI Bubble? These Tech Stocks Are Well-Suited to Survive an AI Bust.","https://currently.att.yahoo.com/att/worried-ai-bubble-tech-stocks-163500958.html",{"id":207,"title":208,"source":209,"logo":19,"time":76},1399989,"Charles-Henry Monchau: AI Is an Earnings Bubble, Not a Price Bubble","https://finance.biggo.com/news/576af4567bbd9702",{"id":211,"title":212,"source":213,"logo":16,"time":105},1399968,"There isn't just one AI bubble, strategist says — there's a 'rolling sequence of bubbles' instead","https://fortune.com/2026/08/16/ai-bubble-sequence-saas-software-stocks-silver-prices-chipmakers",{"id":215,"title":94,"source":216,"logo":42,"time":91},1400003,"https://keyt.com/news/money-and-business/cnn-business-consumer/2026/08/13/ai-boom-or-bubble-timing-is-everything",{"id":218,"title":219,"source":220,"logo":33,"time":100},1399980,"Markets May Still Be Underestimating AI Disruption","https://www.apollo.com/wealth/insights-news/insights/daily-spark/markets-may-still-be-underestimating-ai-disruption",{"id":222,"title":223,"source":224,"logo":5,"time":91},1400004,"How Should Investors Evaluate Artificial Intelligence Exposure and Technology Disruption?","https://kalkinemedia.com/uk/stocks/artificial-intelligence/how-should-investors-evaluate-artificial-intelligence-exposure-and-technology-disruption",{"id":226,"title":94,"source":227,"logo":41,"time":91},1400005,"https://finance.yahoo.com/technology/ai/articles/ai-boom-bubble-timing-everything-090029439.html","#a3c563ff","#a3c5634d",1787128278586]