Market Views: Is AI mania fuelling a revolution or bubble?

Nov 6, 2025

As gains concentrate in tech titans, investors weigh momentum against mounting valuation risks.

Market Views: Is AI mania fuelling a revolution or bubble?

Nvidia’s historic surge to a $5 trillion market valuation has crystallised its role at the epicentre of the AI boom. Yet investors are increasingly divided as artificial intelligence accounts for an outsized portion of equity market gains, driven by just a handful of dominant players.

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