There are 2 kinds of market bubbles, and AI isn't either of them yet, portfolio manager at $35 billion fund says [Business Insider]
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Source: Business Insider
Have an account? Log in Markets are split into two camps as 2025 winds down: AI is a bubble or AI is not a bubble. John Belton of Gabelli Funds notes that the market is prone to two distinct types of bubbles. Despite constant chatter, he doesn't think AI has formed into either type yet. You're either in one camp or the other as 2025 comes to a close: you think AI is a bubble or that AI is not a bubble. But for those wondering where they stand, there's nuance in the debate to be aware of, specifically, what kind of bubble might AI be? Well, there are two kinds, according to a portfolio manager at $35 billion Gabelli Funds. John Belton says stock market bubbles are either earnings-driven or valuation-driven. Like many finance pros, he compared the current AI landscape to the dot-com era, noting that prices for top tech stocks today are high relative to profits but not overly so. For that reason, he maintains that the AI market likely hasn't entered a valuation bubble. "
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