Economy Bloomberg 28d ago

Jeremy Grantham Says AI Is Indeed a Classic Market Bubble

Market Intelligence Analysis

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Why This Matters

Jeremy Grantham, co-founder of GMO, believes that the AI market is a classic bubble, citing that most investing 'premiums' boil down to value and that AI's promise does not exempt it from a potential market correction.

Market Impact

Market impact analysis based on bearish sentiment with 90% confidence.

Sentiment
Bearish
AI Confidence
90%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

The GMO co-founder explains why most investing “premiums” boil down to value—and why AI’s promise doesn’t spare it from a painful shakeout.

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Original article published by Bloomberg on January 19, 2026.
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