| 12.12.2025 There is no doubt that investors are applying exuberance with regard to AI |
| By Opalesque: In his most recent memo, Howard Marks, co-chairman of Oaktree, examines whether artificial intelligence represents a market bubble, drawing parallels to historical technological revolutions while acknowledging AI's unique characteristics and uncertainties. The nature of bubbles Marks distinguishes between two types of bubbles: "mean-reversion bubbles" (financial fads li |
| Article source: https://www.oaktreecapital.com/insights/memo/is-it-a-bubble - Opalesque is not responsible for the content of external internet sites |