The AI-Bubble Scorecard
As of October 23rd, 2026
"AI bubble" had one of its loudest weeks of the year. CoreWeave slid to a new 52-week low on financing worries, Nvidia fell 4.4% on October 22, and Ken Griffin told a Citadel conference investors are "almost certainly" in a bubble, which promptly drew pushback from Deutsche Bank's Christian Sewing and BlackRock's Larry Fink. Jensen Huang, meanwhile, said neocloud demand is off the charts, but capital for them is scarce.
I kept a score of all the pieces I saw this week, so 21 articles, reports, and columns from October 16 to 23 that came up in my searches with enough text to judge. Each piece is scored on its overall verdict: Bubble if it says AI is a bubble and/or about to pop; Not a bubble if it rejects the label or says burst fears are premature; Mixedif it presents both sides or...
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