Gary Marcus declares generative AI bubble popping as tech stocks sell off
GaryMarcus · x · 2026-11-06
Gary Marcus argues the generative AI bubble may have finally popped. After being mocked for predicting a tech crash, markets split hard: neocloud companies like CoreWeave got hit while Amazon, Apple, and Google bounced. Theories include rotation into cash-crunch-resilient hyperscalers, and Epoch's Josh You suggesting investors want less AI data center capex after election results. By the next day it became a slaughter with almost no company exempt.
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