Rockefeller's Ruchir Sharma Warns AI Bubble To Burst After 10-Year Yield Hits 5%

Rockefeller’s Ruchir Sharma Warns AI Bubble To Burst After 10-Year Yield Hits 5%

Ruchir Sharma, chief strategist at Rockefeller Capital Management, warns in a Bloomberg video that the AI bubble is about to burst. The trigger: the 10-year U.S. Treasury yield hitting 5%, which drains capital from risky assets. Sharma compares the current AI investment frenzy to the 2000 dot-com bubble, with valuations detached from fundamentals. The post does not disclose specific valuation data or a timeline; the core argument is the shifting interest-rate environment.