Is AI a bubble? Is a bust coming?

Flopshow GPT-5 & Nvidia’s modest forecast have intensified worries that AI hype could go the way of dot-com bubble. Or AI stocks could see slower deflation as today’s investors can withstand bigger losses. 

After giving a tepid revenue forecast last week, Nvidia has seen four straight negative sessions up to Tuesday. It is still the largest stock in the world but it is also signalling downward momentum trends.

Actually, a recent MIT study, GenAI Divide: State of AI in Business 2025, has found 95% of corporate AI pilots failing to deliver rapid revenue acceleration.

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