Are AI stocks in a bubble? What you need to know

Well, Barkclay's research is really just throwing cold water on AI investment, shall I say hype. Their analysis shows AI related spending boosted US GDP growth by about 1 percentage point in the first half of 2025. And yes, that would include OpenAI spending because it goes into the same buckets.But that contribution, according to them, is set to peak this year and fade rapidly. The five largest hyperscalers are projected to increase capital expenditures by roughly 30% through 2027 to 510 billion. We've tal ...