Video | 'Big Short' Investor Steve Eisman: The entire market is overly concentrated on betting on AI, leaving the economy vulnerable

On July 27, "The Big Short" investor Steve Eisman warned in a CNBC interview that the biggest risk in the current market is that all investors may be betting on the same direction—AI. He stated that if AI development falls short of expectations, the market could experience a significant correction. Many seemingly diversified investors are not effectively spreading risk: a large portion of their stock exposure is concentrated in technology and AI-related companies, and in the bond market, an increasing number of new bond issuances are also tied to AI infrastructure investments.