Your Money Minute

Bubble Talk 9/29/25

Sep 29, 2025
In this episode, concerns are raised about a potential AI bubble in tech stocks, echoing sentiments from the late 1990s. Sam Altman describes current valuations as 'insane' while emphasizing the long-term importance of AI. Analysts compare recent S&P 500 trends to those of the internet boom, sparking debate about sustainability in the market. Join the discussion on the intersection of technology and investment as experts dissect what the future might hold.
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INSIGHT

AI Bubble Concerns Grow

  • CNBC is hearing growing talk that AI-driven stock valuations may be forming a bubble.
  • The conversation links rising heat in U.S. tech stocks to concerns about bubble-like conditions.
ANECDOTE

Altman's Bubble Admission

  • Sam Altman called current AI valuations "insane" and described the frenzy as a bubble while still praising AI's importance.
  • CNBC recounts echoes of the late-1990s internet bubble when comparing recent S&P 500 patterns.
INSIGHT

S&P Pattern Echoes 1990s

  • Analysts point to the S&P 500 chart showing a pattern similar to the late 1990s, prompting comparisons to the internet bubble.
  • Market participants split: bears warn of hyper-concentration and speculative valuations while bulls argue the run may continue.
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