2 days 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.”

When 2026 comes to a close, it's my prediction that it'll be looked back on as the "Year of the Bubble," with up to four potential bubbles threatening to burst. Image source: Getty Images. Even though artificial intelligence (AI) has been the stock market's most consistent upside catalyst over ...

4 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.

3 weeks ago - He said that historically bubbles last about 16 months and he thinks this one started in June 2024. ... “I think time is running out,” he said. “We’re not in the 10th inning anymore, we’re in the 13th or 14th.” ... In December, the Shiller P/E (price-to-earnings) ratio of the S&P 500, a metric often used to measure stock market valuation, topped 40, a level it hasn’t reached since the last tech bubble of the late 1990s.

Stock screener for investors and traders, financial visualizations.

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.

August 20, 2025 - Stock trader Peter Tuchman, known as the 'Einstein of Wall Street,' works on the floor of the New York Stock Exchange (NYSE) at the opening bell in New York City Monday. Recent surges, led by tech companies, have some questioning whether AI is creating another bubble. (AFP/Getty Images) Stock markets surged again this week, reaching new all-time highs.

1 day 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 ...

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.

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

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 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.

November 14, 2025 - Stock market bubbles frequently produce hot markets in initial public offerings, since investment bankers and their clients see opportunities to float new stock issues at inflated prices. These hot IPO markets misallocate investment funds to areas dictated by speculative trends, rather than to enterprises generating longstanding economic value.

5 days ago - Debt funding has also raised the risk of the bubble. Analysts at Morgan Stanley estimated that debt used to fund data centers could exceed $1 trillion by 2028. A Goldman Sachs chief equity strategist believes the rapid increase in stock valuations is likely justified by powerful and sustained profit growth. Goldman also noted that valuations for the large US growth stocks that led the market higher in the bull market since October 2022 are modest compared to the dot-com bubble.

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 24, 2025 - In other words, the richest Americans who are heavily invested in equities are driving more of the economy than during previous bubbles, accounting for a much larger proportion of consumption. “So the economy, if you like, is more vulnerable than it was in the ’87 crash,” Edwards explained, with a 25% or greater correction in stocks meaning that consumer spending will surely suffer—let alone a 50% lurch. Edwards told Bloomberg he was concerned about the widespread participation of retail investors who have been dragged into the market, encouraged to “just buy the dips.” This belief that “the stock market never goes down” is dangerous, Edwards warned, arguing that a 30% or even a 50% decline is very possible.

4 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.

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...