Report
AI boom may have years to run; a 2026 bubble burst had 10% odds on Polymarket in October
Bloomberg reports Federated Hermes’s Steve Chiavarone says markets remain selective about which companies receive capital and at what rates.
TLDR
Bloomberg reports that Federated Hermes’s Steve Chiavarone considers AI bubble concerns legitimate but premature. He says the infrastructure buildout has years to run and markets remain selective about financing. MarketWatch reported on October 21, 2026, that Polymarket traders saw a 10% chance of an AI bubble burst before New Year’s Day and a 20% chance of deflation before the second half of 2027.
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