Bloomberg: $33T in stock gains tied to AI's future
Market valuation increasingly depends on AI delivering on promises, with slowdown posing serious threat to equities.
What to know
- Bloomberg analysis quantifies $33 trillion in stock market gains contingent on continued AI progress
- Investment professionals warn of systemic risk: AI underperformance could trigger broad market and economic unwinding
- Market valuation has become deeply embedded with AI expectations across multiple sectors
Jim Morrow Portfolio manager, Callodine Capital ManagementBloomberg Markets Financial news outlet
How it unfolded 2 developments, newest first · click a bar or a number to jump articlesposts
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Investment manager warns of interconnected market risk
Jim Morrow of Callodine Capital Management emphasizes the depth of market and economic exposure to AI performance, cautioning that disruption could cascade across many interconnected components.
“People may not fully grasp just how wound up the market and the economy is in all of this. There are just so many things to unravel if it starts.”
— Jim Morrow -
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“.. People may not fully grasp just how wound up the market and the economy is in all of this,” said Jim Morrow at Callodine Capital Management. “There are just so many things to unravel if it starts.” @bloomberg.com
2 more of the top 3 · 59 posts in this stretch
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I think people know, it's more obvious than the subprime crisis was, and people knew there was something coming then too. But again, while the music's playing, they have to keep dancing.
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Yeah, so I think it's clear the banks and markets learnt *nothing* from the 2008 crisis and are betting the farm again with predictable results to follow.
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Bloomberg identifies $33T in AI-dependent stock gains
Bloomberg Markets publishes analysis showing the market's equity gains are heavily exposed to continued AI progress, with slowdown representing a serious threat to valuations.
“An AI slowdown is a serious threat to equity gains.”
— Bloomberg Markets -
first by Bloomberg Markets, 6d ago
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What people are saying 21 voices from 1 site · best of 59 · verbatim
- Sep 21
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Everyone should watch this AI documentary. Free on PBS and YouTube. 110 min. Eugenics, racism, misogyny, and Silicon Valley tech-bro libertarians combined to give birth to AI. PBS: www.pbs.org/independentl... YT: m.
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They learned they can socialize risk and privatize profit.
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J
A post on another social media site asked this: Are AI executives who understand the shortfalls of AI knowingly making false claims and therefore defrauding their customers and investors? The post was taken down and the user was banned. Are AI executives worried? What do you think and why?
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They are setting the stage for too big to fail and bailouts
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“PEOPLE?” Which “PEOPLE”? Let me show you those “PEOPLE”And just who is going to loose their asses if the stock market fails??? Stock your pantries! Cut debt! You’re not those “PEOPLE” they expect you to worry about “PEOPLES” losses the riches looses! They think we are stupid! M
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$33 trillion for them and not a nickel for the rest of us.
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Tell us something that we don’t know. Just about every analyst who has appeared on CNBC panels over the past 2 yrs, minus a select few, have taken part in pushing this massive bubble.
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To get the guy at the top you need to get all the guys at the bottom. 15,000 workers at a torpedo factory had to be fired when the US changed vendors. If Elon is going down then a whole lot of shirt tail investors are also.
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can you say worse than Dotcom and subprime loan busts together?
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"People may not fully grasp" JFC we've been screaming that the AI bubble is gonna burst and take the entire economy down with it long before Trump decided to start WW3 in the Middle East and cut off oil production/access. Subprime mortages, eat your heart out.
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Meet the biggest rah-rah cheerleader for AI, not surprisingly, also the one with the most to lose…..
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Unraveling is the plan. Those with cash then step in and buy our farms, homes and businesses cheap and workers become desperate and compliant. Recessions are a wealth-consolidation necessity, and only bad for those surrendering the assets. And Trump can use a fuel crisis to steal the midterms.
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The Markets long ago became disconnected from reality. It will be fitting if the disreality Slop Machine becomes their undoing.
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For anyone who lived through the dot com bubble this seems all too familiar
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The entire national debt -- the value of the economy -- is 40 trillion.
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'Equity gains.' Money based money gains. Actual people are irrelevant. America. The new dual party American dream.
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We lived through the last tech bubble bursting. We can do it again.
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Market go up, market go down. I started my first full-time job at a bank in February 2008. People who'd been looking to retire within a couple years saw their savings cut in half. Of course it could happen again. Maybe it's about to. This is always true; better be ready.
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It is a classic Wall Street bubble that depends on optimistic, unrealistic assumptions. The realities are breaking through, so fear is catching up to greed.
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I seem to remember an old saying from my childhood ...
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fingers crossed it starts to unravel soon