The largest companies have seen their weighting in the S&P 500 rise more quickly than their share of total earnings One stock-market bull says recent developments are making her more concerned that an ...

AI CAPEX and dot-com bubble fears: see why NVDA’s margins and S&P 500 P/E & P/S look safer with rates, and why 2026 crash bets may fail—read more macro analysis here.

The bond market usually senses trouble before the equity market does, and ignoring the bond market signals is a sign of complacency. Read more here.

・Burry warned that history might repeat itself, citing three previous booms and busts. ・Some social media users view the AI bubble as a correlation, rather than a cause, of the current bull run in the ...

There was widespread concern about dot-com stocks and the housing market before those crashes You're kidding yourself if you think a stock-market bubble can't form when there is widespread concern ...

Lori Calvasina, head of U.S. equity strategy at RBC Capital Markets, has repeatedly rebutted claims that the U.S. equity market has entered an AI-driven bubble. But in a report recently shared with ...