Bubbles for AI?

Exploring the Valuation Narrative of AI

The HKUST-NYU Stern Master of Science in Global Finance (MSGF) program is hosting a finance seminar on Thursday June 11 in Hong Kong.

In this talk, Professor Kasper Meisner Nielsen from Copenhagen Business School and HKUST will explore how the rapid advancement of Artificial Intelligence (AI) is reshaping company valuations and investor expectations in financial markets. Drawing parallels to past market bubbles like the dot-com boom, we will analyze whether AI is creating inflated valuations. Using traditional valuation techniques—such as discounted cash flow (DCF), market comparables, and risk-adjusted returns—we will assess if AI’s growth is based on solid financial fundamentals or speculative enthusiasm.

The session will also address the unique challenges of valuing AI companies, including the uncertainties of future earnings, intellectual property, and the risk of technological obsolescence. By examining case studies and market trends, we will discuss whether AI can fuel a market bubble and how investors can navigate potential risks.

Attendees will gain insight into the financial impact of AI, and how economic insights and valuation tools can be applied to assess the sustainability of AI-driven growth.

In this session, you will learn:
•    Practical application of valuation to business cases
•    Valuation of growth options and technology
•    What you can (and cannot) learn about business cases from valuation techniques

Event details:

Date:     June 11, 2026 (Thursday)
Time:     12:15 – 12:45 (Registration)*
               12:45 – 14:00 (Presentation and Q&A)
               *Light refreshments will be served
Venue:   HKUST Business School Central
              4/F United Center, Admiralty, Hong Kong

*The event attendees will be entitled to one CPT hour

The event is closed due to overwhelming response, thank you!