Is AI the Dot-Com Bubble Again? $1 Trillion Gone, Record Earnings, Bull vs Bear

Podcast: In the Loop AI · In the Loop AI

Opublikowano: 2026-11-02

AI stocks just had a brutal week. Google lost more than $500 billion in market value, Amazon fell 12% after hours on its earnings, and Intel had its worst day since 1974, all while the biggest tech companies reported record cloud revenue and promised to spend even more on AI next year. So is this the dot-com bubble all over again? Ejaaz walks through how the selloff started, why search and the open web are cracking, and who is really paying for the AI buildout. We also lay out the bear case (concentration, borrowing, VC-subsidized spending and the walls going...