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ISSUE 143 | October 22, 2025 | 4:00 PM EDT AI: IN A BUBBLE? AI bubble concerns are back amid a rise in AI-exposed companies' valuations, ongoing massive AI spend, and the increasing circularity of the AI ecosystem. So, are bubble concerns warranted, or overblown? While GS' Eric Sheridan, Kash Rangan, Peter Oppenheimer, and Ryan Hammond all see some reasons for concern, they generally agree that the US tech sector is not in a bubble (at least not yet), with Sheridan more worried about the large gap between p ...