As the 25th anniversary of the dot-com bubble passes, the U.S. labour market shows familiar signs of strength—tight conditions, tech optimism, and rising wages. But with AI-driven disruption, policy shifts, and global tensions, experts warn the economy may be walking a fine line between stability and shock.

The AI investment surge is reshaping industries worldwide, with tech giants like Microsoft, Meta, and OpenAI committing billions to AI infrastructure. However, experts debate whether this rapid growth will drive innovation or lead to an AI bubble. This report explores the latest investment trends, historical parallels, and expert opinions on the future of AI.