AI demand is ‘almost parabolic’ as investments are not headed towards a bubble – Blackstone’s Jon Gray — Oct 23, 2026

[AI Agent Machine Learning Large Language Model Prompt Futuristic Technology] Just_Super/E+ via Getty Images Blackstone (BX [https://seekingalpha.com/symbol/BX]) President Jon Gray dismissed concerns that artificial intelligence investment is heading toward a bubble, saying that demand for...

Tom Lee sees AI dip as buying opportunity, cites Cisco’s 1990s rally — Oct 21, 2026

[Abstract circuit board with a lot of micro chips] sankai/E+ via Getty Images The recent pullback in artificial intelligence stocks is a buying opportunity, with the market weakness resembling a correction, Fundstrat Head of Research Tom Lee said, as posted by Neil Sethi. Lee attributed th...

BlackRock CEO warns data center delays could fuel inflation, threaten economic growth — Oct 21, 2026

[BlackRock Infrastructure Summit Held In Washington, DC] Anna Moneymaker/Getty Images News BlackRock (BLK [https://seekingalpha.com/symbol/BLK]) CEO Larry Fink warned that slowing data center construction could drive up AI computing costs and undermine economic growth as demand for the tec...

Nomura's McElligott sees bond squeeze and AI jitters driving reversals — Oct 20, 2026

[Close Up Image Of A Stock Market Graph] solarseven/iStock via Getty Images A loss of legacy cross-asset momentum is driving a “reverse dispersion” rally across global markets, as a squeeze in short bond (SHY [https://seekingalpha.com/symbol/SHY]) (TLT [https://seekingalpha.com/symbol/...

‘It’s very hard to understand when a bubble might pop’ – Impactive Capital’s Lauren Taylor Wolfe — Oct 20, 2026

[AI Chip stock market bubble crash] It is "very hard to understand when a bubble might pop," said Lauren Taylor Wolfe, managing partner at Impactive Capital. Wolfe expressed deep uncertainty about the financial viability of massive artificial intelligence investments during an interview wi...

BlackRock’s Fink sees AI shortages, not a bubble, as the bigger threat — Oct 20, 2026

BlackRock (BLK [https://seekingalpha.com/symbol/BLK]) CEO Larry Fink commented on the AI bubble, saying "The demand for compute is growing faster than supply. I don't see anything but a bubble. I see greater shortages." Fink added, "Shortages of skilled trade, shortages of power and energy...