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Weekly Update

AI Bubble Talk Ramps Up


Published October 3, 2025

 

With the stock market having come through the infamous month of September in fine fashion, investment analyst talk of a bubble in stocks, and in AI-related companies, has returned full force.  Delta Research outlines below the supporting structures for higher stock prices. Afterward, we link to an article on the AI bubble thesis.  As Trend-Followers, we follow the market’s price moves, up or down.  Regardless of AI bubble fears, price continues to move up. (more…)