Sunday, June 21, 2026

US Equities: The AI Bubble Debate

The Biggest Risks Threatening This Highflying Stock Market
https://www.wsj.com/finance/stocks/the-biggest-risks-threatening-this-highflying-stock-market-d52119c6
Despite plenty of tailwinds, some investors still see causes for concern.


All the Money Flooding into AI is a Giant Warning Sign by JAMES MACKINTOSH
https://www.wsj.com/finance/stocks/all-the-money-flooding-into-ai-is-a-giant-warning-sign-6e08e3ea
When companies as a group turn into sellers, it’s a reasonable sign that stocks are very overpriced. 

How Safe Are Today’s Blockbuster Tech Stocks?
https://www.project-syndicate.org/commentary/japan-ntt-ipo-sobering-analogy-for-tech-stocks-today-by-barry-eichengreen-2026-07
Today’s wave of mega-IPOs has unleashed a wave of analogies to past booms. While no analogy is perfect, an especially apposite—and sobering—case may be what followed Nippon Telegraph and Telephone’s IPO in February 1987. 


Galbraith’s bezzle lurks beneath the AI frenzy by Edward Chancellor
https://www.reuters.com/commentary/breakingviews/galbraiths-bezzle-lurks-beneath-ai-frenzy-2026-06-19/


MY TAKE:
The AI bubble could be worse than the dot-com bust by Vivekanand Jayakumar, The Hill - 06/16/26
https://thehill.com/opinion/finance/5925202-tech-bubble-ai-driven-growth/