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Grantham Warns AI Bubble Could Crush Markets
Legendary investor Jeremy Grantham warns that the current AI stock boom may be the biggest bubble in American history, comparing it to the dot-com crash and predicting potential 70% drops. He cites speculative valuations of companies like SpaceX as red flags, while others—including BlackRock, Morgan Stanley, and Goldman Sachs—argue today’s tech giants are fundamentally sound, backed by real earnings, widespread adoption, and trillions in projected AI infrastructure investment. The key will be sustained revenue growth, cooling inflation, and measurable productivity gains—if these hold, the…
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