Jeff Bezos joined Sam Altman in admitting the existence of an AI bubble—but Amazon’s founder sees upside. Recently, many AI-related companies have seen voracious optimism and spikes in valuations. In August, the OpenAI CEO told reporters the AI market was in a bubble. When bubbles happen, “smart people get overexcited about a kernel of truth,” Altman…
If you’re fretting over a bubble, don’t sell your stocks just yet. That’s the takeaway from the latest Citi research, which outlined the bank’s ideal investing playbook as the stock rally continues and valuations get frothy. The main strategy investors need to know: Stay in the market— at least until one of two indicators suggests…
A leading Wall Street strategist is doing some calculations about the total value of U.S. stocks rocketing to a staggering 363% of GDP as of last Friday, blowing past the infamous 212% mark reached during the dotcom bubble. It’s a warning if you think it’s unsustainable, but David Kelly, chief global strategist for JP Morgan…
Nvidia posted record results for the second quarter of 2025, exceeding analysts’ expectations on both revenue and profit, yet shares slipped modestly in after-hours trading as its crucial data center division narrowly missed Wall Street forecasts. Nvidia reported revenue of $46.7 billion for the second quarter, marking a 56% increase compared to the same period last year….
Like the high market valuation levels he warns about, Société Générale strategist Albert Edwards‘ bearish missives don’t tend to serve well as near-term market timing tools. He acknowledges as much. “An equity investor who heeded my words of caution on the US Tech ‘bubble’ will by now have taken to sticking pins in plasticine models…
Vernon Yuen/NurPhoto/Getty Images 2025-08-21T13:33:01Z Share Facebook Email X LinkedIn Reddit Bluesky WhatsApp Copy link lighning bolt icon An icon in the shape of a lightning bolt. Impact Link Save Saved Read in app This story is available exclusively to Business Insider subscribers. Become an Insider and start reading now. Have an account? Log in. Howard…
The market sees about an 85% chance that the Federal Reserve delivers a rate cut in September — but doing so could put the stock market on track to enter bubble territory in the coming months. That’s according to strategists at Société Générale, who said they saw the possibility that the S&P 500 becomes overheated…
Société Générale’s Albert Edwards, famed for calling the dot-com bubble leading up to the 2000 crash, is again warning investors of a potentially painful plunge ahead. In his latest note to clients this week, Edwards said US stocks and home prices are in an “everything bubble” that he thinks could soon pop. Stock valuations are…