3 days ago - Yet, Rigetti, D-Wave, and IonQ have bubble-like valuations that are virtually bound to collapse at some point. After three years of monster returns, I think the crash could happen in 2026.

1 day ago - According to Britzman, no investor will be truly immune to a stock market correction caused by an AI bubble bursting: “The tech sector is so intertwined in markets globally that it’s feasible to suggest all assets could wobble in this situation.”

13 hours ago - Last year, the S&P 500 (^GSPC +0.65%) gained 16% -- marking the third straight year the index generated double-digit returns. While stocks have gotten off to a hot start to begin 2026, two important indicators suggest that a pullback could be ...

1 week ago - (Bloomberg) -- As the artificial intelligence trade continues to push the stock market to new highs, investors are increasingly asking if we’re living through another financial bubble that’s destined to burst.

November 25, 2025 - Over the past 5 trading days, the S&P 500 fell 1.65%, while NASDAQ declined 2.26%, led by a tech sell-off, despite a blockbuster result from Nvidia Corp. (NASDAQ:NVDA) reflecting investor concerns over the AI bubble.

Stock screener for investors and traders, financial visualizations.

Online conversations about hot meme stocks or cryptocurrencies are the source of some very bad decisions ... As the market bubble builds, research shows progress in spotting investors who produce fundamental value

The market appears to have priced in a lot of good news, creating high expectations for future growth. While this may indicate overvaluation, a true bubble is characterized by a relentless and unsustainable rise in valuations. The U.S. market has been considered expensive for several years now and recent strong market returns have primarily been driven by earnings growth rather than by multiple expansions. Figure 1: Stock ...

Wharton’s Itay Goldstein discusses financial bubbles, the mechanics of betting against them, and the risks facing the AI boom. ... Wall Street rides an AI-fueled rally that has pushed major indices to new highs that’s driven largely by a handful of dominant tech firms. As enthusiasm around artificial intelligence reshapes markets and concentrates risk, questions are mounting about whether the surge reflects durable growth or the familiar shape of a speculative bubble.

November 21, 2025 - If we’re in a bubble, analysts say, those stocks helped inflate it. Already, many investors are turning to cash. Money market funds held a record $7.7 trillion in assets in September, The Wall Street Journal reported.

The S&P 500 has notched 20 all-time highs this year and the index’s forward price-to-earnings ratio is north of 22x. These facts, combined with the strength and speed of the post-“Liberation Day” recovery and the dominance of the “Magnificent 7” in equity market returns since 2022, have many investors worried that the U.S. equity market is in bubble territory.

17 hours ago - Alphabet's market cap surpasses Apple's for first time since 2019 · Google, Character.AI to settle suits involving minor suicides and AI chatbots · Bubble talks ignited again at the end of last year after Nvidia CEO Jensen Huang dismissed fears of a possible AI bust during the company's third-quarter earnings call.

3 days ago - Instead, [it is alleged] he waited until the bubble burst, as it did in 2000, then tried to clean up the mess afterward". Finance author and commentator E. Ray Canterbery agreed with Krugman's criticism. On Friday March 10, 2000, the NASDAQ Composite stock market index peaked at 5,048.62. However, on March 13, 2000, news that Japan had once again entered a recession triggered a global sell off that disproportionately affected technology stocks.

2 weeks ago - The S&P 500 (^GSPC) is on pace to close out the year with a gain of over 17%, powered by a 26% jump in technology stocks (XLK). “I don't see a bubble at all. However, I do believe we're going to be going into a bubble,” Sanctuary Wealth chief investment strategist Mary Ann Bartels told Yahoo Finance last week. ... Batels compared the current market to prior bubbles, including the late 1920s and the dot-com bubble.

News reports are filled with widespread fears that America’s biggest corporations are propping up a bubble that will soon pop. During my visits to clients in Asia and the Middle East last month, I was often asked about the possibility of a bubble surrounding artificial intelligence, and my discussions gave rise to this memo. I want to start off with my usual caveats: I’m not active in the stock market...

December 1, 2025 - Unlock unlimited access to all our award-winning journalism, subscriber-only podcasts and newslettersSubscribe ... Ray Dalio spied the dotcom bubble early. “We’re approaching a blow-off phase of the US stockmarket,” said the founder of Bridgewater, one of the world’s biggest hedge funds.

2 days ago - "The market is richly valued trading at a high multiple that presents a major risk if lofty earnings expectations fail to be delivered," Sevens Report Research founder Tom Essaye said.