Tech News
LAST UPDATE: October 6, 2025
How Much Longer Can the AI Bubble Last? Inside Wall Street’s Great Debate. — Barrons.com
Barron’s explores the debate over whether the current AI-led tech rally is sustainable or overextended, weighing earnings strength vs valuation risks.
Insight
The article highlights the tension between tech optimism and bubble warnings, indicating markets may be overestimating structural AI tailwinds.
EU watchdog prepares to expand oversight of crypto and exchanges
The European Securities and Markets Authority (ESMA) plans to centralize oversight of crypto firms, exchanges, and consolidation of market data providers to reduce fragmentation across member states.
Insight
Increased central supervision may streamline regulation but also raise conflicts with national regulators resisting loss of autonomy.
