Is there an AI stock market bubble, and is it ready to burst?

Article excerpt

U.S. stock markets have reached record highs despite geopolitical tensions in Iran, inflation concerns, and mounting debt, a surge driven almost entirely by artificial intelligence investments. The disconnect between economic headwinds and market performance has sparked debate about whether the AI rally represents genuine value creation or an unsustainable bubble poised to pop. BBC Business examines the fundamentals underlying the rally and what might trigger a correction.