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For the first time in 20 years, ai bubble fears have fund managers saying companies are overdoing it Wall street fund managers are sounding alarm bells about an ai bubble becoming the single biggest threat to their portfolios, yet they can't seem to stop themselves from doubling down on the very stocks they're warning about. A majority of global fund managers think companies are overinvesting, as market anxiety grows about the sustainability of the artificial intelligence spending boom.

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A majority of global fund managers think companies are overinvesting, as market anxiety grows about the sustainability of the ai spending boom Alphabet chief executive sundar pichai said no company would be unscathed if the artificial intelligence boom collapses, as soaring valuations and heavy investment in the sector fuel concerns of a. The biggest tech companies in the market have an advantage that didn't exist during dotcom bubble, say fund managers overseeing tens of billions of dollars.