18:45 13 January 2026
Investors TFI: the AI bubble will burst in the next year or two
Investors TFI believes today’s market rally resembles the late-1990s dot-com boom, but says it is still too early for a repeat of the 2000 crash. According to Jarosław Niedzielewski, fears of an imminent AI bubble burst are premature. While valuations of major US tech firms are high, they remain well below dot-com peak levels, and investments in AI are largely financed from strong profits rather than excessive debt.
Investors TFI expects continued market volatility within a longer uptrend in 2026. It sees solid prospects for Europe and emerging markets, supported by fiscal stimulus, lower rates, and cheaper valuations, while Poland’s stock market could deliver double-digit returns backed by economic fundamentals.
(pb.pl)
