
Are We in Another AI Bubble? A Beginner's Guide to the Debate
Hyperscaler capex tops $700B in 2026 while smart investors loudly disagree on whether it's a bubble. Here's both sides, in plain English.
How AI and technology companies move — explained for everyday investors, with both sides of the debate.
Artificial intelligence and big technology companies now make up a large share of the stock market, so their moves show up in most index funds whether you follow them or not. These explainers walk through what drives companies like Nvidia, Apple and Palantir, how the big AI listings from SpaceX, Anthropic and OpenAI work, and why people disagree about whether today's prices look like the dot-com bubble. We read the filings and prospectuses ourselves and translate them into plain numbers. Both sides of each debate are laid out, and nothing here is a view on whether any stock is worth owning.

Hyperscaler capex tops $700B in 2026 while smart investors loudly disagree on whether it's a bubble. Here's both sides, in plain English.

Three AI giants approached public markets in 2026, and their paths diverged. SpaceX went public June 12 and has since traded both below and above its offer price; Anthropic made its S-1 public on October 26 with the proposed ticker ANT and no date yet; OpenAI has pointed to 2027.

Anthropic publicly filed its Form S-1 on October 26, 2026. It plans to list on Nasdaq as ANT, but the price range, share count and IPO date are still blank. We read the filing: the lockup schedule, the $80.7 billion loss and who controls the company, in plain English.

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Anthropic publicly filed its Form S-1 on October 26, 2026. It plans to list on Nasdaq as ANT, but the price range, share count and IPO date are still blank. We read the filing: the lockup schedule, the $80.7 billion loss and who controls the company, in plain English.
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SpaceX priced its IPO at $135/share for a record $75B raise, first trade June 12. Here's the lockup schedule, retail-fill math, Day-1 mechanics, and both sides of the valuation debate.
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Three AI giants approached public markets in 2026, and their paths diverged. SpaceX went public June 12 and has since traded both below and above its offer price; Anthropic made its S-1 public on October 26 with the proposed ticker ANT and no date yet; OpenAI has pointed to 2027.
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Hyperscaler capex tops $700B in 2026 while smart investors loudly disagree on whether it's a bubble. Here's both sides, in plain English.
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Palantir up 110% and Nvidia up 29% in 2025. Learn about AI stock investing, risk management approaches, and artificial intelligence market trends. Educational guide with data and charts.
Read articleEducational content, not investment advice. Historical data does not indicate future results. StockCram is not affiliated with any brokerage mentioned.