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2025/05/20
Market Insight by Massimiliano Masturzo - Investing in AI

Nearly 30 years ago, the world was faced with the arrival of the internet age, forcing people and companies to rapidly adapt to the new technology in both business and personal ways. It was at this time that many of today’s leading global companies, specifically in the Magnificent Seven, were founded, tapping into the massive opportunities that the connectivity of the internet provided. However, as history tells us, a market bubble grew and burst in what is called ‘the Dot-com bubble’.

 

At present, some commentators are identifying similar trends in AI's current evolution and the potential risk for a similar style bubble bursting. Considering the level of maturity of this type of innovation, investors must pay attention to the market and especially to the evolutions in the market.