Episode 64: Is the AI Sky Falling (Bubble Pop...

In this episode of The Circuit, Ben Bajarin and Jay Goldberg unpack the shifting structural economics of the semiconductor and AI landscape. Following Micron’s latest earnings, they kick off with a deep-dive debate on whether the memory market has permanently raised its floor to ...  Show more

In this episode of The Circuit, Ben Bajarin and Jay Goldberg explore the evolving dynamics of the semiconductor memory market, consumer AI agents, and critical compute infrastructure. The hosts begin by analyzing the aggressive capacity expansions and yield improvements of Chines ...  Show more

Investors are calling today’s AI surge the next “dot-com” bubble — but is it really? In this episode, Akil Stokes breaks down the parallels between today’s AI giants like Nvidia, Microsoft, and Google, and the tech mania of the late 90s. Learn why market concentration in the S&P ...  Show more

When is a bubble a bubble? When is hype around a new technology signalling the dawn of a new industrial revolution? We assess the arguments for and against AI and its inflated valuations. AI firms and their stocks have surged in the last year, accounting for more than 80% of Amer ...  Show more

The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving M ...  Show more

Is the AI boom an AI bubble? Wall Street and Silicon Valley increasingly think so.This week JPMorgan Chase CEO Jamie Dimon said "a lot of assets" appear to be "entering bubble territory."Earlier this month Amazon founder Jeff Bezos said the AI market was an "industrial bubble" wh ...  Show more