Leading Tech Investor Flags Potential AI Stock Bubble
LONDON – A prominent UK tech investor has cautioned about “disconcerting” signals suggesting a potential stock bubble fueled by enthusiasm surrounding artificial intelligence (AI). Deutsche Bank Research’s Marion von Rotberg highlighted parallels between the current market exuberance and previous periods of irrational optimism,including the dot-com boom of the early 2000s.
Von rotberg noted that much of the recent market rebound is linked to a positive narrative around AI and increased investment spending. ”While there is no clear definition of a bubble,parallels to previous periods of exuberance can be drawn,” she saeid. Current valuations, she added, are nearing levels seen during the dot-com highs, and credit markets are exhibiting risk spreads close to 25-year lows.
However, other analysts predict further gains. Capital economics suggested the S&P 500 could surpass its current forecast of 6,750 and continue to rise in 2026, driven by ongoing hype surrounding AI.
Interestingly, the Deutsche Bank Research Institute observed a recent decline in Google Trends searches for “AI bubble,” quipping, “One AI bubble has already burst – the bubble in saying there’s a bubble.”
