Are We In An AI bubble? | Quant & Colleagues | Fidelity Investments
Fidelity Investments·2026-03-11 18:00
AI stocks have been climbing, but there's growing chatter in the market. Are we in an AI bubble. This is fun, but wait, are we in an AI bubble.Right now, it doesn't look like one to me, but for context, we can look to the past at an actual tech bubble, the dot com era. In the late 90s, hype surrounding the internet was sky high, and capital expenditures or CPX, which is money companies invest for their future, soared as everyone rushed to cash in. By the early 2000s, they were spending 3 to 4 times their ca ...