AI Has Carried the Stock Market. Concerns Are Mounting About a Bubble

AI isn’t in a bubble—the cash (and the hype) are real, these analysts say

Despite warnings of an AI bubble, some analysts are arguing that AI demand and growth remain strong, with tech sector investment driven by real cash flows, not debt. Current valuations are not as extreme as the dotcom era, and even a correction is unlikely to trigger a U.S. recession, they say. The S&P 500 hit a new all-time high Wednesday (up 0.58% on the day), driven as usual by tech stocks (the Nasdaq Composite rose 1.12%), despite the fact t…

Jamie Dimon is worried about a stock market correction

Enthusiasm about artificial intelligence has propelled markets to record highs this year. But the fierce ascent has also raised concerns about a bubble.

AI Exposure In S&P 500: $20 Trillion Market Cap Sparks Bubble Concerns - Data Intelligence

AI Exposure in S&P 500: $20 Trillion Market Cap Sparks Bubble Concerns The emergence of artificial intelligence (AI) has fundamentally transformed the landscape of numerous industries, making its mark particularly evident within the financial markets. As AI technologies continue to proliferate, the S&P 500—one of the primary benchmarks for U.S. equities—has experienced a staggering surge in market capitalization. With the index now sitting at a …

10 Stocks to Watch as Top Analyst Predicts AI Surge Will Continue Despite Bubble Worries

An increasing number of Wall Street analysts say the AI-fueled rally could continue, even as worries about high valuations and a possible bubble persist.