Are investors still worried about an AI bubble in 2025?

Investor concerns about an AI bubble have decreased to 38%, though it remains a top tail risk.

Which sectors are recommended for investment beyond AI chips?

Utilities and industrial stocks are recommended due to infrastructure buildouts supporting AI.

What is the outlook for energy stocks next year?

Energy stocks are less favored due to ongoing oversupply concerns and a lack of recession forecasts.

Home / Business and Economy / AI Bubble Fears Ease: Investors See Opportunity

AI Bubble Fears Ease: Investors See Opportunity

17 Dec, 2025

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Summary

Investor concerns about an AI bubble decreased to 38% recently.
Lower valuations make some tech stocks more investible now.
Utilities and industrials may benefit from AI-related buildouts.

AI Bubble Fears Ease: Investors See Opportunity

Concerns among investors regarding an artificial intelligence bubble have seen a slight reduction, decreasing from 45% to 38%. This cooling trend has made some technology stocks, particularly those associated with AI, appear more investible as their valuations become more grounded.

Despite the historical perception of bubbles needing drastic deflations, current AI-related stock prices are not entirely disconnected from their underlying financial fundamentals. This suggests a potentially healthier market for these assets going forward.

Looking towards future investment opportunities, focus is shifting towards sectors like utilities and industrials, which are poised to gain from extensive infrastructure development supporting AI technologies. This indicates a strategic pivot for investors seeking growth beyond traditional chip-making companies.

Disclaimer: This story has been auto-aggregated and auto-summarised by a computer program. This story has not been edited or created by the Feedzop team.