Sunday, December 7, 2025

Sentiment Shifts Again on US Equities

What Bubble? Asset Managers in Risk-On Mode Stick with Stocks
https://finance.yahoo.com/news/bubble-asset-managers-risk-mode-130000977.html/
 
Five Reasons Investors Are Feeling Good About Stocks Again
https://www.wsj.com/finance/investing/stock-market-2026-hope-d8fab52d
Recent gains reflect more than just optimism about artificial intelligence.

Why Nvidia and Other AI Stocks Have Lost Their ‘Quality’ Status
https://www.wsj.com/finance/investing/why-nvidia-and-other-ai-stocks-have-lost-their-quality-status-84180ff2
A popular ETF dropped Big Tech stocks, which gets at an important issue: Is the bet on AI a vast potential profit pool, or a money pit? 

Beyond the AI bubble, bargains can be found on the US stock market
https://www.telegraph.co.uk/business/2025/12/04/beyond-the-ai-bubble-bargains-can-found-on-us-stock-market/
Cheap shares lurk even in the most expensive exchange in the world.

Stock market history signals a reckoning for today’s AI spending surge
https://www.telegraph.co.uk/money/investing/stocks-shares/future-ai-understood-knowing-history-stock-markets/