AI Stocks Are in a Bubble, BofA Fund Manager Survey Finds

BloombergTuesday, October 14, 2025 at 11:01:52 AM
AI Stocks Are in a Bubble, BofA Fund Manager Survey Finds
A recent survey by Bank of America reveals that a significant number of global fund managers believe that artificial intelligence stocks are currently in a bubble, marking it as a major risk for the market. Elyas Galou, a senior investment strategist at BofA Securities, highlighted these findings, indicating growing concerns among investors about the sustainability of AI stock valuations. This matters because it could signal a potential downturn in the market if these stocks correct, affecting not just investors but also the broader tech industry.
— Curated by the World Pulse Now AI Editorial System

Was this article worth reading? Share it

Recommended Readings
Intel signals return to AI race with new chip to launch next year
PositiveFinancial Markets
Intel is making a significant comeback in the artificial intelligence sector with the announcement of a new chip set to launch next year. This development is crucial as it highlights Intel's commitment to innovation and competition in the rapidly evolving tech landscape, particularly against rivals like NVIDIA. The new chip aims to enhance AI capabilities, which could lead to advancements in various industries, making this news particularly exciting for tech enthusiasts and investors alike.
Trading Day: Powell remarks, bank results offer relief
PositiveFinancial Markets
In a trading day marked by optimism, Federal Reserve Chair Jerome Powell's remarks provided reassurance to investors, while strong earnings reports from major banks like Bank of America and Goldman Sachs boosted market confidence. This positive sentiment is crucial as it reflects a stabilizing economy, encouraging investment and spending, which can lead to further growth.
Humes Says US Rescue Plan for Argentina May Not Work
NegativeFinancial Markets
Hans Humes, CEO of Greylock Capital, has expressed concerns about the viability of a US rescue plan for Argentina, labeling it as very risky. His insights, shared on Bloomberg The Close, highlight the potential challenges and uncertainties surrounding international financial interventions in Argentina's economy. This matters because the success or failure of such plans could significantly impact Argentina's financial stability and its relationship with global markets.
Trump Threatens to Cut Off Cooking Oil Trade With China
NegativeFinancial Markets
President Donald Trump has threatened to cut off the trade of cooking oil with China, escalating tensions in the ongoing trade war. This move could have significant implications for both economies, affecting prices and availability of cooking oil in the U.S. and potentially leading to retaliatory measures from China. As the trade war continues to unfold, such actions highlight the fragility of international trade relationships and the potential for broader economic impacts.
S&P Dips After Trump Comments | Closing Bell
NegativeFinancial Markets
The U.S. stock market experienced a dip following comments made by former President Trump, highlighting the ongoing volatility in the financial landscape. This matters because market reactions to political statements can significantly influence investor confidence and economic stability.
Glass Lewis to end shareholder vote recommendations amid ESG criticism - Bloomberg
NegativeFinancial Markets
Glass Lewis has announced it will cease providing recommendations for shareholder votes, a decision influenced by growing criticism surrounding its approach to environmental, social, and governance (ESG) issues. This move is significant as it reflects the increasing scrutiny on how advisory firms influence corporate governance and the broader implications for shareholder engagement in ESG matters.
Instagram Follows Hollywood's 'PG-13' Footsteps
PositiveFinancial Markets
Instagram is taking a significant step towards protecting younger users by launching 'teen accounts' with stricter content settings for those under 18. Tara Hopkins, the Global Director of Policy at Instagram, shared insights on this initiative during her appearance on Bloomberg Tech. This move is crucial as it reflects the platform's commitment to creating a safer online environment for teens, aligning with broader industry trends towards responsible social media use.
Wells Fargo CFO Says Delinquencies Are Trending Down
PositiveFinancial Markets
Wells Fargo's CFO Mike Santomassimo recently shared encouraging news about the bank's financial health, noting that delinquencies are trending down. This is significant as it reflects improved customer repayment behavior and positions the bank for a stronger return on tangible common equity, now targeted at 17% to 18%. This upward revision from the previous 15% guidance indicates confidence in the bank's cost-cutting strategies and overall performance, which is good news for investors and customers alike.
Milei Team Seeks to Contain Speculation Over Exchange-Rate Band
PositiveFinancial Markets
Argentina is on the verge of transitioning to a floating exchange rate, as indicated by President Javier Milei's deregulation czar, Federico Sturzenegger. He shared this insight at the Bloomberg Global Regulatory Forum, emphasizing that the current trading band is widening and the shift is happening quickly. This move is significant as it could stabilize the economy and attract foreign investment, marking a new chapter for Argentina's financial landscape.
Can Dreamforce Defy Wall Street AI Bubble Fears?
NeutralFinancial Markets
As Salesforce's Dreamforce conference begins, industry leaders like May Habib and Mati Staniszewski discuss the future of enterprise AI amidst concerns of a potential AI bubble on Bloomberg Tech. Their insights are crucial as they navigate the intersection of innovation and market skepticism, highlighting the importance of understanding the real impact of AI technologies.
Trade Shifts to Avoid Highest US Tariffs Since 1930s
NeutralFinancial Markets
As US tariffs reach their highest levels since the 1930s, governments and companies are adjusting their strategies to navigate this new economic landscape. This shift is prompting a search for alternative markets, which could reshape global trade dynamics. Bloomberg's Enda Curran discusses these changes on 'Bloomberg Businessweek Daily', highlighting the importance of adapting to avoid increased costs for US consumers and businesses.
ECB Likely to Cut Rates Next, Villeroy Says
PositiveFinancial Markets
Francois Villeroy de Galhau, a member of the European Central Bank's Governing Council, has indicated that the bank is more likely to cut interest rates rather than raise them in its upcoming decisions. This shift could provide relief to borrowers and stimulate economic activity in the Eurozone. Additionally, he emphasized the need for France to implement spending cuts to manage its debt effectively. This news is significant as it reflects the ECB's approach to navigating economic challenges and its potential impact on financial markets.
Latest from Financial Markets
Bocana Resources forms joint venture with Arizore for mining projects
PositiveFinancial Markets
Bocana Resources has announced a joint venture with Arizore to collaborate on mining projects, marking a significant step in their growth strategy. This partnership is expected to enhance resource exploration and development, potentially leading to increased production and job creation in the mining sector. Such collaborations are crucial as they can drive innovation and efficiency, benefiting both companies and the local economy.
Baird upgrades Vor Biopharma stock rating to Outperform on telitacicept potential
PositiveFinancial Markets
Baird has upgraded Vor Biopharma's stock rating to 'Outperform' due to the promising potential of its drug telitacicept. This upgrade is significant as it reflects growing confidence in the company's ability to deliver innovative treatments, which could lead to increased investor interest and potentially higher stock prices. The positive outlook on telitacicept highlights the importance of advancements in biopharmaceuticals and their impact on patient care.
Jamie Dimon’s latest crypto comments show CEO is warming to blockchain, silent on Bitcoin
PositiveFinancial Markets
Jamie Dimon, the CEO of JPMorgan, has recently softened his stance on blockchain technology, indicating a growing acceptance of its potential. While he has historically criticized Bitcoin, his bank is actively exploring blockchain and stablecoin applications. This shift is significant as it reflects a broader trend in the financial industry towards embracing innovative technologies that could reshape banking and finance.
Roku CEO Anthony Wood sells $2.35m in shares
NeutralFinancial Markets
Roku CEO Anthony Wood has sold $2.35 million worth of shares, a move that raises questions about his confidence in the company's future. While stock sales by executives can sometimes signal concerns, they can also be part of planned financial strategies. This sale comes at a time when Roku is navigating a competitive streaming landscape, making it important for investors to monitor such developments closely.
Aerovironment CFO McDonnell sells $398k in shares
NeutralFinancial Markets
Aerovironment's CFO, McDonnell, has sold $398,000 worth of shares, which raises questions about the company's financial strategies and future outlook. Such transactions can often signal confidence or concern about a company's performance, making it important for investors to pay attention to these moves.
Dating app Grindr confirms receiving go-private interest from shareholders
PositiveFinancial Markets
Grindr, the popular dating app for the LGBTQ+ community, has confirmed that it has received interest from shareholders regarding a potential go-private deal. This move could signify a shift in the company's strategy, allowing it to focus more on user experience and privacy without the pressures of public market scrutiny. Such a change could enhance its services and strengthen its position in the competitive dating app landscape.