Business

This strategist says it’s a matter of when, not if, the AI bubble pops. Here’s how to prepare for that.

TS Lombard says the AI investment theme is a bubble destined to pop.

✦ Extractive summary — built from the sources' own reporting•From 1 source•1 min read•Updated October 26, 2026, 4:05 PM UTC

TS Lombard says the AI investment theme is a bubble destined to pop.

What investors shouldn’t try to do is time when that will happen.

How this summary was made: extractive summary — built from the sources' own reporting. It is drawn only from the reporting of the sources listed below — read the originals for full detail. How we summarize →

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