Hyperliquid News Today: Goldman: AI's $19 Trillion Buzz Surpasses Actual Progress, Bubble Concerns Rise

According to Goldman Sachs, the U.S. stock market has already factored in nearly all the anticipated economic advantages of artificial intelligence, with $19 trillion in market capitalization growth outpacing the actual macroeconomic effects of AI. The investment bank’s findings, released in a report from November 2025,

, they are now nearing the upper threshold of what is economically reasonable, sparking worries about potential overvaluation.

The report projects that the net present value of AI-driven capital income for the U.S. could fall between $5 trillion and $19 trillion, with a central estimate of $8 trillion. Yet, since ChatGPT’s debut in 2022, companies tied to AI have seen their market worth soar by more than $19 trillion, a surge that includes semiconductor manufacturers, major cloud providers, and private AI developers.

that this indicates the market is valuing AI’s promise far ahead of its actual impact on productivity, a phenomenon they describe as “a feature, not a bug,” but warn it could result in future market corrections.

The bank identifies two main risks: the “fallacy of aggregation,” where investors may wrongly assume that individual company successes can be scaled across the entire sector, and the “fallacy of extrapolation,” where short-term gains are mistakenly expected to last indefinitely.

in previous waves of innovation, such as those in the 1920s and 1990s, when markets overpaid for anticipated profits despite genuine technological progress.

At the same time, AI is being adopted beyond the traditional technology industry. In November 2025, Hong Kong’s Solowin joined forces with AI company 4Paradigm to create blockchain compliance solutions, utilizing machine learning for instant risk monitoring and adaptive profiling. This partnership seeks to tackle compliance issues in the cryptocurrency sector, as companies strive to balance innovation with legal requirements.

Regulatory barriers continue to pose significant obstacles. The 2025 collapse of the COAI token revealed weaknesses in decentralized finance, especially in developing markets with inconsistent oversight. This event highlighted the urgent need for clearer definitions of AI tokens and stablecoins under U.S. regulations,

and overlapping responsibilities between the SEC and CFTC have left the market in uncertainty.

Goldman’s research also corresponds with larger industry changes. For example, the worldwide energy management systems sector is expected to reach $219.3 billion by 2034, propelled by AI-powered efficiency tools and smart grid technologies.

of AI being integrated into infrastructure, where predictive analytics and automation are transforming how energy is used.

For those investing, the report highlights a delicate equilibrium. While AI could increase U.S. productivity by 15% over the next ten years, the disconnect between market enthusiasm and real economic results may grow.

, emphasizing that aside from hardware, current AI earnings are modest and rely on swift fulfillment of expectations. As the market continues to surge, it remains to be seen if the underlying fundamentals will catch up.