OpenAI ChatGPT, Nvidia, AMD AI Stock Bubble Concerns

Global markets experienced a downturn on October 14, 2025, partly due to escalating trade tensions between China and the US. Amidst these shifts, a significant concern has emerged regarding the artificial intelligence sector, with a Bank of America survey revealing that a record number of fund managers believe AI stocks are in a bubble. This sentiment, cited as the biggest market risk, surpasses worries about inflation and geopolitics. Despite these concerns, real innovation is noted by some analysts, though others caution that current market valuations may not reflect future realities. In the tech industry, OpenAI continues to be a focal point, with its involvement in numerous AI announcements and deals. Nvidia, AMD, and Broadcom are also key players in this surge. However, fears of AI-driven investment scams using deepfake videos are also on the rise, prompting President Yoon Suk Yeol to issue a warning and the government to consider strengthening regulations. On the security front, a collaboration between Axiado and Jabil aims to enhance AI server security by integrating hardware-based security into AMD EPYC platforms, showcased at the OCP Global Summit. Conversely, AI use is creating security gaps in managed file transfers, with a notable percentage of organizations experiencing data incidents due to employees using tools like ChatGPT with sensitive files. In the realm of education and career preparation, Scouting America has introduced new merit badges in AI and cybersecurity to equip young people with relevant skills. Meanwhile, Ascendo AI has launched a Knowledge Agent to automate technical documentation, reportedly reducing creation time by up to 80% for some AI companies. In healthcare, Altitude has secured $5.4 million to advance its AI platform for nurse practitioner training, and Vanderbilt University Medical Center received an additional $2 million from ARPA-H to expand its AI tool for extracting information from medical records. Finally, Mozilla's Firefox browser is now offering Perplexity AI's answer engine as a search option, with plans to integrate more AI search tools in the future.

Key Takeaways

• A Bank of America survey indicates a record number of fund managers believe AI stocks are in a bubble, identifying it as the biggest market risk.
• Concerns about AI stock valuations are fueled by a surge in AI announcements and deals involving companies like OpenAI, Nvidia, AMD, and Broadcom.
• President Yoon Suk Yeol has warned of AI investment scams using deepfake videos, prompting government action to strengthen regulations.
• Axiado and Jabil are partnering to integrate hardware-based AI security into AMD EPYC servers, demonstrating the technology at the OCP Global Summit.
• A significant gap in managed file transfer security exists due to AI use, with 26% of organizations reporting AI-related data incidents.
• Scouting America has introduced new merit badges in artificial intelligence and cybersecurity to prepare young people for technology-focused careers.
• Ascendo AI launched a Knowledge Agent to automate technical documentation, with early users reporting up to an 80% reduction in creation time.
• Altitude, an AI startup for nurse practitioner training, raised $5.4 million in new funding.
• Vanderbilt University Medical Center received an additional $2 million from ARPA-H to expand its AI tool for medical record information extraction.
• Mozilla's Firefox browser now offers Perplexity AI's answer engine as a search option, with plans for further AI search integrations.

China trade dispute sparks global stock drop; AI stocks seen in bubble

Global stocks fell on October 14, 2025, as China increased its trade dispute with the US, raising concerns about tensions between the two countries. A survey by Bank of America found that a record number of fund managers believe artificial intelligence stocks are in a bubble after a significant rally this year. The Opening Trade program discussed these market shifts and their potential impact.

Fund managers see AI stocks in a bubble, Bank of America survey reveals

A global survey by Bank of America indicates that a record number of fund managers believe artificial intelligence stocks are currently in a bubble. This concern was identified as the biggest risk to the market. Elyas Galou, a senior investment strategist at BofA Securities, shared the survey's findings, highlighting investor sentiment on AI stock valuations.

Fund managers agree AI stocks are in a bubble, Bank of America survey shows

A Bank of America survey in October 2025 revealed that 54% of fund managers believe tech stocks are overvalued, with 60% finding global equities expensive. This sentiment is fueled by a surge in AI announcements and deals, particularly involving OpenAI, Nvidia, Oracle, AMD, and Broadcom. Concerns exist that some AI deals resemble the vendor financing model that contributed to the dot-com bubble. AI was cited as the biggest market tail risk, surpassing inflation and geopolitics.

AI stocks in a bubble, says Bank of America fund manager survey

According to a Bank of America survey, a record number of global fund managers believe that artificial intelligence stocks are in a bubble. This is considered the largest risk facing the market. Elyas Galou, senior investment strategist at BofA Securities, presented the survey's findings.

AI bubble fears top market risk, Bank of America survey shows

Bank of America's October Global Fund Manager Survey shows that worries about an artificial intelligence bubble have become the leading concern for investors. For the first time, fund managers identified an AI bubble as the primary market risk.

Are markets in an AI bubble? Two strategists disagree

A Bank of America survey indicates most global fund managers believe AI stocks are in a bubble, a sentiment echoed by JPMorgan Chase CEO Jamie Dimon. However, analysts like Lale Akoner from eToro argue that while there's hype, real innovation is occurring. Michael O'Rourke from JonesTrading disagrees, stating the market prices in future growth that may not happen, cautioning against letting excitement obscure risks.

Axiado and Jabil boost AI server security with new collaboration

Axiado and Jabil are partnering to integrate Axiado's hardware-based AI security into Jabil's OCP MHS-inspired servers. They are showcasing an AMD EPYC Turin platform with Axiado's SCM3002 secure control module at the OCP Global Summit from October 13-16, 2025. This collaboration offers data centers a quick way to add zero-trust security and AI agents directly into the silicon, simplifying system management.

Axiado and Jabil partner for AI security in data center servers

Axiado and Jabil have partnered to develop AI-driven cybersecurity solutions for server platforms. They are demonstrating their joint technology at the OCP Global Summit, featuring Jabil's AMD EPYC 'Turin'-based 2U server with Axiado's Secure Control Module (SCM3002) and Trusted Control/Compute Unit (TCU). This collaboration aims to provide data centers and cloud providers with an integrated security and management solution without extensive redesign.

Scouts can now earn badges in AI and cybersecurity

Scouting America, formerly the Boy Scouts, is now offering merit badges in artificial intelligence and cybersecurity. These new badges aim to engage young people with current technology and prepare them for future careers. The AI badge challenges scouts to understand AI's impact and create projects related to it, while the cybersecurity badge teaches essential safety skills and introduces them to the field. Some scouts have already earned these badges, finding them both fun and educational.

Scouts earn new merit badges in AI and cybersecurity

Scouting America has introduced new merit badges in artificial intelligence and cybersecurity to modernize its programs and keep pace with technology. These badges are designed to help young people explore technology-focused careers and understand the growing importance of AI and cybersecurity. The organization, with about one million members, aims to equip scouts with relevant skills for the digital age.

AI risks create security gaps in managed file transfers

A recent survey reveals a significant gap in managed file transfer (MFT) security due to AI use, with 26% of organizations experiencing AI-related data incidents. Many employees use AI tools like ChatGPT with sensitive files without formal controls, leading to data exfiltration. Conversely, AI-generated content uploaded back into MFT systems can be compromised with malicious data or hallucinations. This bidirectional risk poses compliance challenges for healthcare, finance, and government sectors.

Ascendo AI launches Knowledge Agent for technical documentation

Ascendo AI has launched its Knowledge Agent, a new tool designed to automate the creation of enterprise technical documentation. The agent converts various data sources like case notes and chat transcripts into structured documents, including diagrams, flowcharts, and rich text. Early users have reported significant reductions in documentation creation time, with one AI company seeing an 80% decrease. This product aims to improve onboarding, issue resolution, and knowledge scaling for technical teams.

AI startup Altitude raises $5.4 million for nurse practitioner training

Altitude, a startup focused on using artificial intelligence to enhance the skills of nurse practitioners, has raised $5.4 million. The funding will be used to develop its AI platform and expand its customer base beyond the six practices currently using its technology. Altitude's goal is to improve clinician performance and allow nurse practitioners to handle a wider range of patient care needs.

President warns of AI investment scams using fake videos

President Yoon Suk Yeol has issued a warning against investment scams that use artificial intelligence, particularly deepfake videos of public figures. Police are investigating a rise in these fraudulent schemes, where AI creates realistic fake videos to promote non-existent investment opportunities. The government plans to strengthen regulations and awareness campaigns to combat these AI-driven frauds and urges citizens to be cautious and report suspicious activities.

VUMC receives $2 million to expand AI medical record tool

Vanderbilt University Medical Center researchers have received an additional $2 million in funding from ARPA-H to expand their AI-guided platform, DAGCAP, for extracting information from medical records. This technology, now a commercial venture called Brim, helps teams abstract data from clinical notes for research and operational uses. The funding will support its use in clinical trial pre-screening, workflows, and retrospective research across various healthcare settings.

Firefox adds Perplexity AI search option for users

Mozilla's Firefox browser now offers Perplexity's AI answer engine as a search option for its global desktop users, with mobile availability coming soon. Perplexity provides a conversational search experience with cited answers, differing from traditional link-based results. This integration follows positive user feedback during a pilot phase. Mozilla plans to add more AI search options in the future, noting Perplexity's commitment to not sharing user data.

Most advisors view AI in investing as a risk

A Financial Planning survey found that two-thirds of financial advisors consider artificial intelligence that guides investment decisions a risk. Fewer than 30% are comfortable with AI autonomously making investment decisions or rebalancing portfolios without human oversight. Views differ by workplace, with RIA advisors being more uncomfortable than those at banks or wirehouses. Some advisors are using AI for back-office tasks and are cautious about client-facing applications.

Sources

• China Hits Back at US, Survey says AI Stocks in a Bubble | The Opening Trade 10/14
• AI Stocks Are in a Bubble, BofA Fund Manager Survey Finds
• Now even fund managers agree that AI stocks are in a bubble
• AI Stocks Are in a Bubble, BofA Fund Manager Survey Finds
• AI bubble fears emerge as top market risk, BofA survey shows
• Are markets in an AI bubble? Why these 2 strategists disagree
• Axiado and Jabil Collaborate to Advance AI-Driven Platform Security in OCP MHS-Inspired Servers
• Axiado and Jabil partner on AI security for data center servers By Investing.com
• Scouts will now be able to earn badges in AI and cybersecurity
• Scouts can now earn merit badges in artificial intelligence and cybersecurity
• Hidden Gap in MFT Security: What the Latest Data Reveals About AI Risks
• Ascendo AI Launches Knowledge Agent - A New Era of Product Intelligence for Enterprise Technical Documentation
• As more nurses deliver primary care, an AI startup wants to guide their decisions and training
• President Lee warns against AI investment scam as police probe fake video
• VUMC researchers awarded $2 million to expand AI-powered medical record abstraction
• Mozilla's Firefox adds Perplexity's AI answer engine as a new search option
• Most advisors see AI in investing as a risk