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Lloyd Blankfein

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Investor skepticism and bubble warnings on AI

14 clusters · 42 sources · last updated

Latest: Fitch Ratings warns of US recession risk amid AI-driven market disruption

Since early July 2026, fund manager Michael Burry has warned that rapid AI-related investment expansion may be forming a bubble. Burry has taken short positions in Nvidia, Micron, Oracle, Tesla, Palantir, and Applied Mat