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InsightsDecember 22, 2025

The AI Bubble: Closer to the Checkered Flag or the Starting Line?

Please enjoy the second theme release in our five-part series leading up to the release of Waterloo Capital’s 2026 Annual Outlook.

The AI Bubble: Closer to the Checkered Flag or the Starting Line?

It seems you can’t look at the market, skim headlines, or frankly enjoy your holiday dinner without one topic consistently bubbling up. Leaning into that very intentional pun, the question at the center of the conversation is whether we’re living through an AI bubble and, if so, how close it may be to bursting.

Please enjoy the second theme release in our five-part series leading up to the release of Waterloo Capital’s 2026 Annual Outlook.

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