AI is in a market of opportunity and uncertainty, not a bubble

semafor.com/article/11/12/2025/ai-is-entering-a-market-of-opportunity-and-uncertainty

Reed’s view
The market punished AI stocks like Coreweave and Palantir this week. It seems like the world is convinced that the AI bubble is deflating, and nobody wants to be the last one out.
This isn’t just a Wall Street phenomenon. At every tech dinner I’ve been to lately, a good chunk…

This story appeared on semafor.com, 2025-11-12 23:01:40.
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