Bloomberg executive editor Mark Cudmore talks on “Bloomberg: The Opening Trade” how Micron’s earnings are inflating the AI Bubble and how in previous bubbles the benchmark for the volatile end phase of the bubble inflation is 6 months. He thinks the start of that end phase started in May 2026, so the AI capex Bubble will keep inflating until the end of the year.
So do you think the AI bubble will pop in November or December 2026, like Mark thinks?