Bloomberg Tech Wall Street Bets on If, When AI Bubble Will Pop
37 snips
Dec 15, 2025 
Lucas Shaw, Bloomberg's entertainment editor specializing in Hollywood M&A, discusses Netflix's plans to acquire Warner Bros. Discovery and industry anxieties surrounding AI. Hiba Anwar, an immigration law partner, highlights the repercussions of the new H-1B fee on businesses and the ongoing legal battles it has sparked. The conversation delves into concerns about the consolidation in entertainment and how restrictive immigration policies might drive talent away from the U.S. to countries like China and Canada.
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Market Scepticism Over AI Valuations
- Wall Street is growing skeptical that AI valuations fully reflect near-term productivity gains.
- Ryan Vlastelica says investors are reassessing big AI winners ahead of 2026 as year-end bookkeeping prompts reappraisal.
OpenAI-Linked Stocks Under Pressure
- Stocks tied to OpenAI have weakened while firms aligned with Alphabet's Gemini have held up better.
- Vlastelica links this to doubts about OpenAI's ability to scale fast enough to justify partnership-driven rallies.
Adoption Without Measurable Productivity
- Broad AI adoption hasn't yet shown up in measurable productivity gains across official data.
- Natalie Gallagher warns 2026 must prove AI delivers depth of adoption to justify valuations and economic expectations.