So are we in an AI bubble? Here are clues to look for.

Planet Money

Are we in an AI bubble? That’s the $35 trillion dollar question right now as the stock market soars higher and higher. The problem is that bubbles are famously hard to spot. But some economists say they may have found some telltale clues.


On our latest: How do economists detect a bubble? And, how much should society be worried about bubbles in the first place? 


Related shows:


- How to make $35 trillion ... disappear

-What is a bubble? (featuring Nobel prize winning economics Eugene Fama and Robert Shiller)

-What AI data centers are doing to your electric bill


Pre-order the Planet Money book and get a free gift. / Subscribe to Planet Money+


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This episode was produced by Willa Rubin and edited by Marianne McCune. It was fact-checked by Sierra Juarez and engineered by Cena Loffredo and Robert Rodriguez. Alex Goldmark is our executive producer.


Music: NPR Source Audio - “The best is yet to come,” “Marsh mellow,” and “Sunshine beat”

See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.

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Are we in an AI bubble? That’s the $35 trillion dollar question right now as the stock market soars higher and higher. The problem is that bubbles are famously hard to spot. But some economists say they may have found some telltale clues.


On our latest: How do economists detect a bubble? And, how much should society be worried about bubbles in the first place? 


Related shows:


- How to make $35 trillion ... disappear

-What is a bubble? (featuring Nobel prize winning economics Eugene Fama and Robert Shiller)

-What AI data centers are doing to your electric bill


Pre-order the Planet Money book and get a free gift. / Subscribe to Planet Money+


Listen free: Apple Podcasts, Spotify, the NPR app or anywhere you get podcasts.


Facebook / Instagram / TikTok / Our weekly Newsletter.


This episode was produced by Willa Rubin and edited by Marianne McCune. It was fact-checked by Sierra Juarez and engineered by Cena Loffredo and Robert Rodriguez. Alex Goldmark is our executive producer.


Music: NPR Source Audio - “The best is yet to come,” “Marsh mellow,” and “Sunshine beat”

See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.

NPR Privacy Policy
2026-01-10 24 min
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