In an October 7 interview with Fox News host Bret Baier, Jeff Bezos said it is hard to know whether AI is in a bubble, but the technology itself is real. He noted that in such periods every experiment gets funded, good and bad alike, making it hard for investors to tell them apart, even though the inventions themselves persist. The article cites a JPMorgan basket of 41 AI-linked companies that accounts for roughly 49% of the S&P 500's market value, and says the five largest hyperscalers are guiding toward about $800 billion in 2026 AI infrastructure spending, while the cleanest measures of above-trend AI revenue remain only a fraction of that. Asked about retirees, Bezos said he would usually tell them to put their money in the S&P 500, a broad, low-cost index that already holds major AI companies in proportion to their size, an approach Warren Buffett and other long-term investors have long advocated.
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