Browsing: bubble

Scale of debt issuance being used to fund the hectic pace of the datacentre rollout by tech firms is a worry

It was a year ago that Nvidia (NASDAQ: NVDA) CEO Jensen Huang shocked the markets with a bold prediction. In a call with analysts following the company’s fiscal second-quarter 2026 earnings results, Huang predicted that artificial intelligence infrastructure spending would reach $3 trillion to $4 trillion by the end of the decade. It was an…

Investors should enjoy the final months of 2026 while they can as the AI-led stock market boom is due to go bust soon, according to analysts.

The S&P 500 is beginning to look like a massive bet on artificial intelligence. That makes me nervous.

Despite short-lived volatility tied to the Iran war in March, 2026 is shaping up to be another banner year for the stock market. Since early June, the iconic Dow Jones Industrial Average (DJINDICES:^DJI), benchmark S&P 500 (SNPINDEX:^GSPC), and technology-powered Nasdaq Composite (NASDAQINDEX:^IXIC) have blasted to respective all-time highs.

Burry called the AI boom “just an asset bubble, plain and simple,” directly comparing today’s enthusiasm to the dot-com era that preceded a massive crash.

As it gets closer to the end of 2026, it looks like the market has a fair chance of scoring another year of double-digit gains. Anything can happen over the next five months, but year to date, the S&P 500 (SNPINDEX: ^GSPC) is up 13.4%. If it remains steady or rises further, it will be…