Can You Spell AI Without B-U-B-B-L-E?

There are some similarities to the 'dot.com' bubble of the late 1990s. However, there are some significant differences too.

  • U.S. businesses have spent a lot of money on AI, and will need to see some form of return on this investment. What and when will this be?
  • Is the sector expanding too much and too rapidly? How much longer can the economy continue to engender/foster/finance this growth? 
  • What will the eventual 'endgame' look like as it pertains to investing in AI?
  •  Are we in a bubble or not? Or is it not that easy? 

In this week's Trading Perspectives, Sam Clement and John Norris discuss the massive amount of investment in Artificial Intelligence and whether this has led to a bubble in the asset class.


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