# "L'IA est-elle une bulle en Bourse ?" - 05/06

Page: https://stenobird.com/podcast/bfm-bourse-6005543/l-ia-est-elle-une-bulle-en-bourse-05-06
Text version: https://stenobird.com/podcast/bfm-bourse-6005543/l-ia-est-elle-une-bulle-en-bourse-05-06.md
Podcast: [BFM Bourse](https://stenobird.com/podcast/bfm-bourse-6005543)
Published: 2026-06-05T15:02:53+00:00
Episode link: https://bfmbusiness.bfmtv.com/mediaplayer/podcast/bfm-bourse/
Audio file: https://altice.simplecastaudio.com/0b04dddb-f962-4716-b77e-4d3c588b47f5/episodes/3a26d02c-c680-4241-8253-141f21627d93/audio/128/default.mp3?aid=rss_feed&awCollectionId=0b04dddb-f962-4716-b77e-4d3c588b47f5&awEpisodeId=3a26d02c-c680-4241-8253-141f21627d93&category=Business%2CNews&episode_published_at=2026-06-05T15%3A02%3A53&episode_title=%22L%27IA+est-elle+une+bulle+en+Bourse+%3F%22+-+05%2F06&feed=dCzX0hyl&network=291091218710&podcast_title=BFM+Bourse
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JSON: https://stenobird.com/v1/public/podcasts/bfm-bourse-6005543/episodes/l-ia-est-elle-une-bulle-en-bourse-05-06
Duration seconds: 454

## Resource

Ce vendredi 5 juin, François Gobron, analyste gérant du fonds Ambition chez Generali Investments explique les valorisations des semi-conducteurs élevées, et la résilience du secteur des logiciels, dans l'émission BFM Bourse présentée par Guillaume Sommerer. BFM Bourse est à voir ou écouter du lundi au vendredi sur BFM Business.

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## Transcript

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