What did Mark Cuban say about an AI stock bubble on Diary of a CEO?

Mark Cuban told Steven Bartlett he does think markets are in a bubble, but not one like the 2000 to 2001 internet bubble. His reason is that nearly every stock now behaves like a meme stock: a company can miss or beat earnings by a penny and drop 18%, which says traders are chasing perceived value rather than future cash flows. Cuban said he has no idea what will make it burst.

Cuban named Bitcoin, Micron, Google and Apple as examples of assets trading like meme stocks.
Cuban expects winners to survive a burst the way Dell and Amazon did after 2000, but said he cannot tell whether that is Anthropic or OpenAI.

▸In their words

“I think we're in a bubble, but not the same as the internet bubble back in 2000, 2001.” Mark Cuban · at 32:17 — open in the transcript →

Source: our own transcription of the episode. The full conversation is on The Diary Of A CEO with Steven Bartlett (2026-10-26). Read the whole episode summary →

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