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Fortune

David Stout

The AI bubble will pop. Intelligence won’t

David Stout (Credit: courtesy of webAI)

Oracle’s 43% stock surge in a single day should make investors uneasy. This isn’t a meme stock or speculative startup, it’s one of America’s largest tech firms, suddenly trading at bubble-era valuations. The AI boom has inflated the S&P 500 and Nasdaq to record highs. This run-up is the latest development that has led investors to wonder: Will the AI bubble pop?

Yes, it will.

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