World Business Report Bank of England warns AI-bubble could burst
Oct 8, 2025
The Bank of England warns of an impending AI bubble, drawing eerie parallels to the dotcom crash. Meanwhile, gold prices soar to over $4,000 an ounce, driven by investor anxiety over global economic uncertainties. The UK Prime Minister embarks on a significant trade mission to India, rallying over 100 business leaders to enhance investment ties. In sports news, Cristiano Ronaldo becomes football’s first billionaire, thanks to his massive contract in Saudi Arabia. Exciting developments all around!
AI Snips
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Episode notes
AI Valuations May Be Overheated
- The Bank of England warns AI valuations may be "stretched" with high short-term expectations baked in.
- Russ Mould says concentrated investor bets risk sharp falls if outcomes lag current hype.
Monitor Spending And Insider Selling
- Watch corporate spending and insider selling as early warning signals of trouble.
- Reduce exposure if large shareholders or managers start taking profits or cutting spend, says Russ Mould.
Seller Stampede Triggers Crashes
- A bubble bursts when short-term results disappoint and insiders rush to sell.
- Mould highlights that sellers overwhelming buyers is the biggest danger sign for tech themes.