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▶ 19:36 · $BABA · When will the AI bubble burst? - Ruchir Sharma
episode briefing
In Good Company with Nicolai Tangen

When will the AI bubble burst? - Ruchir Sharma

2025-12-01 · 1 company · 5 thematic
sentiment
1 bull0 bear0 neu
speakers
ruchir sharma

Veteran emerging-markets investor, author of 'What Went Wrong with Capitalism'; former head of EM at Morgan Stanley. Known for macro thematic investing and bubble-spotting frameworks.

quote
“Jackmar is back at Alibaba in terms of driving stuff and Alibaba's stock has doubled this year”
—ruchir sharma
now playing · $BABA
$BABA···bullish· mediumruchir sharma
Sharma: Alibaba stock doubled as Jack Ma returns to drive AI pivot
Alibaba shares have doubled in 2025 after Jack Ma returned to lead the company's AI push, reflecting Beijing's pivot to backing the private sector for AI competitiveness.