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Are Markets Headed for an AI Bubble?

Bloomberg Intelligence’s Breanne Dougherty says she doesn’t expect that the market is in an AI bubble, but tensions are expected, especially as tech investors flock to industrial trades. She joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of…

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Bloomberg Intelligence’s Breanne Dougherty says she doesn’t expect that the market is in an AI bubble, but tensions are expected, especially as tech investors flock to industrial trades. She joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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3 Comments

3 Comments

  1. @ganlet20

    October 27, 2025 at 6:04 pm

    It’s definitely a bubble.

  2. @ophiuchus992

    October 27, 2025 at 6:39 pm

    Yep, ai isnt capable of anything critical or strategic at all, its rudimentary at best. It always starts adding fantasy and fiction to antrhing real-world even after instructed not too.

  3. @jaykrown

    October 27, 2025 at 7:45 pm

    We are currently in a huge AI bubble.

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Bloomberg Technology

Apple Forecasts Sales Growth Amid Memory Shortage | Bloomberg Tech 5/1/2026

Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s strong outlook amid the continued memory supply crunch. Plus, Roblox CEO Dave Baszucki discusses the gaming platform’s “aggressive push to enhance safety” that tempered user growth. And, Bloomberg spoke with OpenAI CFO Sarah Friar who pushes back on a report that the AI leader is missing its…

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Bloomberg’s Caroline Hyde and Ed Ludlow discuss Apple’s strong outlook amid the continued memory supply crunch. Plus, Roblox CEO Dave Baszucki discusses the gaming platform’s “aggressive push to enhance safety” that tempered user growth. And, Bloomberg spoke with OpenAI CFO Sarah Friar who pushes back on a report that the AI leader is missing its own targets.

Chapters:
00:00:00 – Intro
00:10:44 – OpenAI CFO Sees ‘Vertical Wall of Demand’
00:17:41 – Twilio CEO Khozema Shipchandler
00:26:50 – Roblox CEO David Baszucki
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“Bloomberg Technology” is our daily news program focused exclusively on technology, innovation and the future of business hosted by Ed Ludlow from San Francisco and Caroline Hyde in New York.

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Bloomberg Technology

Roblox Shares Dive on Slower User Growth

Roblox stock plummeted after the company slashed its full-year bookings forecast, admitting that new age-verification and child-safety features are creating major short-term friction for user growth. Roblox CEO Dave Baszucki joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes…

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Roblox stock plummeted after the company slashed its full-year bookings forecast, admitting that new age-verification and child-safety features are creating major short-term friction for user growth. Roblox CEO Dave Baszucki joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
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Twilio CEO on Its ‘Milestone Quarter’

Twilio reported its fastest revenue growth in over three years, fueled by a massive surge in AI-driven demand. Twilio CEO Khozema Shipchandler discussed what he called a “milestone quarter” with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of…

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Twilio reported its fastest revenue growth in over three years, fueled by a massive surge in AI-driven demand. Twilio CEO Khozema Shipchandler discussed what he called a “milestone quarter” with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”
——–
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Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:

 
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