Tag: CoreWeave

Soap bubble in front of stock market screen representing fragility of financial markets, economic speculation, risk, and market trend forecasting

^{Type
post

Jeffrey Funk
Date
November 4, 2026

Categorized
Artificial Intelligence, Business and Finance

Tagged
2008 financial bubble, AI bubble, Anthropic market position, Bond market and AI companies, CoreWeave, Firmus Technologies, Irrational Exuberance (book 2000), Nvidia market strength, OpenAI market position, Robert Shiller, Situational Awareness}

Is The AI Bubble Really Popping Now?

_{The bond (and stock?) market says yes} _{Jeffrey Funk
November 4, 2026

6

Artificial Intelligence, Business and Finance}

The bond market identifies over-valued companies and bubble risks long before the stock market does because it is concerned with the risk of default, not potential profit.