Global AI trade flashing signals reminiscent of the dotcom bust, analysts warn
SCMP Tech / 6/11/2026
💬 OpinionSignals & Early TrendsIndustry & Market Moves
Key Points
- Analysts warn that the global AI trade is showing “past market top” warning signs, including surging IPO activity and valuations that look overstretched.
- A report cited in the article (Bank of America) says the gap between richly valued AI-related stocks and cheaper ones has reached extremes comparable to those seen before the dotcom bust in March 2000.
- Investors note that the speed of new AI listings is resembling the run-ups seen before the 2000 and 2008 market declines.
- The article highlights a dynamic where AI “winners” are significantly outperforming the broader market, suggesting a highly concentrated risk profile in the sector.
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