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Joachim Klement

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Situations

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Investor skepticism and bubble warnings on AI

37 clusters · 134 sources · last updated

Latest: Ken Griffin warns of potential AI bubble amid massive tech spending

Since early July 2026, fund manager Michael Burry has warned that rapid AI-related investment expansion may be forming a bubble, specifically targeting firms like Nvidia and Palantir. By mid-September, analysts at Capita

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Global market volatility: AI growth and rising yields

23 clusters · 456 sources · last updated

Latest: KOSPI and KOSDAQ trigger circuit breakers amid AI-driven sell-off

Global financial markets remain volatile as the interplay between artificial intelligence growth, energy disruptions, and macroeconomic shifts continues. While Middle East crude oil flows have shown signs of recovery, Br