Jeremy Grantham Says AI Is Indeed a Classic Market Bubble

Market Intelligence Analysis

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Why This Matters

Jeremy Grantham, a renowned contrarian investor, warns of a potential AI market bubble, echoing his past predictions of market downturns.

Market Impact

Market impact analysis based on bearish sentiment with 95% confidence.

Sentiment
Bearish
AI Confidence
95%
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.

For more than four decades, Jeremy Grantham has been one of the most contrarian voices in global investing. The co-founder of Boston-based asset manager GMO, he built his reputation warning about bubbles before they burst, from Japanese equities in the late 1980s to US tech stocks in 2000 and housing in the run-up to the global financial crisis. He joins this week’s Merryn Talks Money podcast with host Merryn Somerset Webb to discuss why he believes there’s an artificial intelligence bubble and

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Original article published by Bloomberg on January 19, 2026.
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