A 5.5% drop in the Nasdaq 100 index sparks debate on artificial intelligence investments

The 5.5% decline in the Nasdaq 100 index last week has raised questions about the sustainability of global investments in artificial intelligence. Meanwhile, the IMF reported that a potential burst of an artificial intelligence bubble could pose a major risk to the global economy.

The Nasdaq 100 index, which tracks the 100 largest non-financial companies listed on America's technology-heavy stock exchange Nasdaq, fell by 5.5% last week. Following this development, debates began over whether the estimated $1 trillion in global investments made in the artificial intelligence sector is sustainable. Market analysts such as Gerard Minack from Minack Advisors and Raisah Rasid from JP Morgan Asset Management are assessing whether this situation is a valuation adjustment or the beginning of a market correction.

The International Monetary Fund (IMF) highlighted a potential burst of the artificial intelligence investment bubble as one of the greatest risks to the global economy. It was noted that corporate bonds issued by major technology companies such as Amazon, Microsoft, Google, and Apple account for approximately 10% of the global investment-grade credit market. Experts such as NAB Chief Economist Sally Auld stated that the volatility experienced is a market reassessment rather than an outright collapse, and technology stocks showed signs of recovery in subsequent trading.