aceIs this the beginning of the end of the AI stock market boom?
The world is holding its breath as it waits to find out whether this year’s estimated $US1tn investment in artificial intelligence is resting on a castle made of sand. Last week, the Nasdaq 100 – an index of the 100 biggest non-financial stocks on the American tech-heavy Nasdaq exchange – dropped by 5.5%, triggering the usual angst that the AI boom is about to go bust. The recent rot may have started with the failure of Firmus, an Australian datacentre company, to list on the ASX. The multi-billion dollar initia…
Debt-funded, circular AI infrastructure spending by US hyperscalers has made AI bond issuance a large part of credit markets, and the IMF ranks an AI investment bubble bursting as the top risk to the global economy.
The source says analysts cannot time the market and that the recent drop may be a reset rather than a bust, so the outcome of the boom is still unresolved.
Evidence
- JournalismThe Guardian2026-10-20
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Truvace Impact Record TRV-2026-1973, v1: “Is this the beginning of the end of the AI stock market boom?.” Truvace, 2026-10-20. /record/TRV-2026-1973 (accessed at citation time). sha256 cdf42ab8d1267809…
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