Name changes as a bubble symptom

Acadian

Owen Lamont

Research

5 Pages

April 2026

Owen Lamont found 33 companies that have changed their names to be AI-related in the past three years. He explains what that means as a bubble indicator.

Key Takeaways

Name Changes Matter: Acadian found 33 AI-related name changes on major U.S. exchanges since 2023.

Microcaps Look Frothy: Allbirds’ market cap jumped from $22M to $148M after its AI name change.

Dotcom Parallel Exists: A 2001 study found 95 dotcom name changes produced about 74% abnormal returns.

Markets Bubbles

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