⚠️Is the AI BUBBLE bursting?

The US stock market is going through some pain

Author

Global Markets Investor
November 07, 2025

In partnership with

🔥🔥 GLOBAL MARKETS INVESTOR PORTFOLIO — UP 56% SINCE JANUARY 2024 DURING THE MARCH-APRIL 2025 MARKET TURMOIL, MAJOR US INDEXES FELL NEARLY 20%, WHILE THE GMI PORTFOLIO GAINED OVER 5%, FIND OUT HOW BELOW:

Global Markets Investor

Sharing thoughts about the world's financial markets. If it helps you navigate this ever-changing market developments you may consider becoming a premium subscriber.

globalmarketsinvestor.beehiiv.com/c/investment-portfolio

NVIDIA erased $440 billion in market value on Thursday, the most since January’s DeepSeek concerns. $NVDA ( ▼ 3.11% ) A market cap has plunged $700 billion in 3 days.

Master ChatGPT for Work Success

ChatGPT is revolutionizing how we work, but most people barely scratch the surface. Subscribe to Mindstream for free and unlock 5 essential resources including templates, workflows, and expert strategies for 2025. Whether you're writing emails, analyzing data, or streamlining tasks, this bundle shows you exactly how to save hours every week.

Magnificent 7 stocks have fallen in 3 of the last 6 days.

This comes as AI hype has turned to skepticism after OpenAI CFO Sarah Friar suggested the US government backstop funding guarantees for the company’s $1.4 trillion AI infrastructure plan, sparking a sharp selloff in tech stocks before walking back her comments. The White House quickly rejected any federal bailout for AI, stating that if one company fails, others will replace it.

As a result, more investors are now asking a crucial question: who will fund OpenAI’s multi-trillion ambitions?

And if the bubble bursts, will there really be no federal bailout for AI — ever?

⚠️CHART OF THE WEEK: The S&P 500 has reached historically extreme levels

Over the last 25 years, the market has seen only a few occurrences of such extremes

globalmarketsinvestor.beehiiv.com/p/chart-of-the-week-the-s-p-500-has-reached-historically-extreme-levels

⚠️Portfolio performance review as of October 2025

Assessment of my long-term investment portfolio as of October 2025

globalmarketsinvestor.beehiiv.com/p/portfolio-performance-review-as-of-october-2025

If you find it informative and helpful, consider a paid subscription or become a Founding Member, and follow me on Twitter or Nostr: