There isn't just one AI bubble, strategist says — there's a 'rolling sequence of bubbles' instead - Fortune
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- A strategist argues the AI market isn't experiencing a single bubble but rather a 'rolling sequence of bubbles,' suggesting the mania is playing out in successive waves rather than one unified surge (Fortune)
- Goldman Sachs observes that AI spending is surging while profit gains remain elusive, underscoring a disconnect between massive investment and financial returns (Seeking Alpha)
Why it matters: The 'rolling bubbles' framing reframes the AI debate from binary 'bubble or not' to a question of timing and which segments inflate next, while the Goldman Sachs finding that spending is outrunning profits gives investors a concrete profitability gap to monitor.
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