@roninsana: While you may not be worried about an AI bubble the number crunchers inside the US Treasury appear to be. A draft report from inside the Treasury Department, reported today, compares parts of the AI boom to the dotcom bubble that burst in the early 2000s. It was prepared by career analysts for top officials including the Treasury Secretary and the Fed Chair. That is notable, because in public the message has been full speed ahead, with praise for the $750 billion pouring into AI this year. So much of the financial system now rests on AI living up to enormous expectations. When the government's own analysts start putting that concern on paper, it is worth paying attention. Comment SUBSTACK below and I'll send you my newsletter. Every morning I break down what is moving markets and what it actually means for your money. #AI #StockMarket #Treasury #Investing #MessageOfTheMarkets

Ron Insana

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Monday 06 July 2026 22:59:28 GMT