Dalio Warns AI Rally May Be Nearing Bubble Break Point
Bridgewater Associates founder Ray Dalio said markets may be approaching the stage where enthusiasm around artificial intelligence becomes vulnerable to a sharp reversal, according to Bloomberg. His warning lands as investors continue to pour capital into AI-linked equities, lifting valuations across chips, cloud infrastructure and software names. The comments add to a growing debate over whether the sector’s rapid gains are being supported by fundamentals or by speculative excess.
