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Priority media outlets mentioned the 'AI bubble' 39 times in October. That number increased nearly 200% in November. AI bubble conversations have been around for several months, but until recently, it was mild discourse. The tone shifted as well-respected tech figures began to seriously question the long-term value and stability of AI investments. Michael Burry, who predicted the 2008 housing crisis, shorted Nvidia and Palantir stocks. Softbank sold all its Nvidia stock. Peter Thiel, Facebook’s first outside investor, sold off Nvidia and reduced his stake in Tesla. Google’s CEO warned that no company will come out unscathed if the bubble bursts. As Q4 closes and earnings shake out, the market’s reaction will indicate where the AI bubble narrative is headed.
WHAT THIS MEANS FOR COMMS PROS:
- Be prepared. Expect to address questions about the AI bubble in any external communications. Consider your POV and have messaging ready.
- Consider where to comment. A Wall Street Journal reporter posted on LinkedIn that she wasn’t that interested in predictions as much as she wanted to talk about areas that are overhyped or raise new questions. Keep this in mind as you prioritize the already limited time of your thought leaders.
- Investments and security remain areas of interest. The AI conversation on media and social continues to circle where companies are spending money and the technology’s rampant security risks. Hone your perspectives in these areas heading into the new year.
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November coverage was buoyed by a slew of rollouts from major tech players. The AI and digital innovation push from tech companies is not new, but there’s a widening difference in how media are covering these stories based on their areas of expertise. For example, Anthropic’s newest Claude rollout brought an article from an AI-focused Inc. reporter touting how the tool democratized coding. The same day, a cybersecurity reporter at Axios wrote about researchers tricking a Claude plug-in into deploying ransomware. The key takeaway is that stories are much more nuanced and reporters are taking a critical eye. The topic may be consistent, but the reporter’s beat matters more than ever.
Share of voice remained mostly unchanged over November. Looking at the evolution throughout 2025, the notable takeaway is that while cloud and connectivity continue to hold large shares of the conversation, they aren’t dominating quite like they did earlier in the year. Coverage is more balanced; the catalyst is how AI is discussed. AI hasn’t just proliferated every sector, it's changed them, and the media conversation is following. AI coverage started the year largely in cloud and connectivity outlets, focusing on emerging innovation. Every type of tech outlet is now examining AI and adopting a more analytical and skeptical view.
We monitor coverage across vertical trades in three main topics: policy and compliance, investment and funding, and innovation. Cybersecurity coverage increased over the past month, while the rest of the categories remained relatively unchanged in terms of the total number of articles.
Click on a topic below to drill down further into the conversation.
Veteran retail technology journalist Jason Del Rey (Recode, Fortune) launched The Aisle on beehiiv to cover the “AI era of commerce.” For retail tech companies looking to get involved, subscribe to support Jason’s venture. He writes for retail executives refining their AI strategy, individuals building within AI labs, and startup founders seeking to transform online shopping. Jason values data and insights, incorporating them into his pieces. He’s also still very active in Fortune’s events.

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AI remained the dominant driver of November’s tech conversations as new models and enterprise rollouts kept momentum high across sectors. Fintech activity surged on renewed confidence in crypto and expanding blockchain use cases. Cloud and connectivity mentions focused heavily on cybersecurity and tech modernization.
Fintech dominated mentions as crypto regained momentum, driven by ETF inflows and active DeFi and blockchain projects. Cloud and connectivity saw strong conversation as enterprises accelerated AI-infrastructure upgrades and hyperscalers expanded data centers, while cybersecurity stayed elevated amid new breach disclosures.
AI advancements shaped the tech conversation in November, driving spikes across cloud, fintech, and cybersecurity. Crypto regained momentum, hyperscalers expanded AI infrastructure, and rising breach disclosures fueled security chatter. The conversation remained elevated as industries assessed AI’s rapid impact.
YouTube Music launched an AI chat in its 2025 Recap, pushing personalized, in-app discovery. Snapchat neared 1B monthly users and tested “Topic Chats” for public conversations. TikTok named a new Americas policy chief as U.S. restructuring advances. Messaging has also evolved: Google Messages now displays richer link previews, so chats show a clean preview instead of long, raw links.


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