business
Jeremy Grantham Says AI Is Indeed a Classic Market Bubble

Jeremy Grantham Says AI Is Indeed a Classic Market Bubble

19 Ocak 2026Bloomberg

🤖AI Özeti

Jeremy Grantham, co-founder of GMO, argues that the current enthusiasm surrounding artificial intelligence (AI) represents a classic market bubble. He suggests that the perceived value of AI investments is inflated and that this bubble is likely to lead to a significant market correction. Grantham emphasizes that regardless of the technological advancements, the fundamental principles of value investing still apply.

💡AI Analizi

Grantham's perspective highlights a critical tension in modern investing: the clash between technological optimism and traditional valuation metrics. As AI continues to evolve, investors may be tempted to overlook fundamental analysis in favor of speculative gains. However, Grantham's warning serves as a reminder that history has shown us the dangers of ignoring intrinsic value, particularly in times of market exuberance.

📚Bağlam ve Tarihsel Perspektif

The discussion around AI and its impact on markets has gained momentum as companies increasingly integrate these technologies. However, Grantham's insights suggest that the excitement may not be justified by actual financial performance, echoing past market bubbles that were driven by hype rather than sustainable growth.

This article reflects the opinions of Jeremy Grantham and does not constitute financial advice.