Yardeni Says AI Bubble Deflating Slowly, Bond Market Intervenes
Current overview (not historical)
Yardeni argues the AI bubble is slowly deflating rather than bursting, with the bond market stepping in to intervene. Bond investors are restricting funds to AI borrowers and assessing them more strictly than credit rating agencies. Meanwhile, Musk has warned that over 200 AI cloud companies may go bankrupt, and Oppenheimer analyst Wald is bearish on small-cap stocks and credit, predicting a market reset by 2027.
Written with AI from the reporting · updated 10/27/2026
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- 1Unclassified fact stationOct 27, 00:00recorded Oct 27, 15:04single source
Yardeni称AI泡沫缓慢去息而非爆裂，债市介入
Read original source ↗ BeInCryptoReplay this moment in the explorerEvidence & revisions · 1 source records
- Subject：
- yardeni-research
- Action：
- 发布观点
- Object：
- AI泡沫去息
- Occurred (fact side)：
- Oct 27, 00:00
- Published (valid side)：
- Oct 27, 14:43
- First seen (known side)：
- Oct 27, 15:04
Fact stationSingle source · one-sided claimCopy may have been revised later; time replay is bounded. Layer labels group reading only, not causation between layers.
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- BeInCryptoRelated fact: single sourceYardeni says AI bubble deflating, not bursting as bond market steps in
Report first recorded Oct 27, 15:04
Yardeni Research president Ed Yardeni says the AI bubble is deflating rather than bursting, as bond investors ration capital to AI borrowers more sharply than credit rating agencies. Elon Musk warned over the weekend that more than 200 AI cloud firms could fold, while Anthropic filed for an IPO on Monday. Oppenheimer's Ari Wald sees lower highs in small caps and credit that could undermine market rallies and set up a reset in 2027.
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- 5Oct 28, 14:00
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