Ray Dalio: AI Stocks Are In Bubble Territory, But The Real Danger Isn't What Investors Expect

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Bridgewater Associates founder Ray Dalio says what many investors have been whispering out loud: markets are in a bubble, fueled by speculative wealth pouring into AI names like Nvidia Corp. (NASDAQ:NVDA). But his warning about what actually pops bubbles should give even the most committed bulls pause.

Dalio, in a CNBC Interview last week, deployed his bubble indicator—which tracks market conditions dating back to 1900—to estimate that markets are currently “about 80% into a bubble” compared to the full saturation levels seen during the 1929 crash and the 2000 dot-com collapse.