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Goldman Sachs CEO: AI Surge Risks Market Bubble

10/3/2025

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Summary

Story summary

David Solomon, Goldman Sachs CEO, warns of a stock market drawdown in 12–24 months amid an AI investment surge.
He compares the AI rush to the dot-com bubble, noting many investments may not yield returns.
Solomon says enthusiasm for new tech fuels risk-taking and overlooks downsides.
Jeff Bezos, Amazon founder, also calls the AI landscape an "industrial bubble."

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Story summary

David Solomon, Goldman Sachs CEO, warns of a stock market drawdown in 12–24 months amid an AI investment surge.
He compares the AI rush to the dot-com bubble, noting many investments may not yield returns.
Solomon says enthusiasm for new tech fuels risk-taking and overlooks downsides.
Jeff Bezos, Amazon founder, also calls the AI landscape an "industrial bubble."