The Hottest Stock Markets Lead to the Biggest Losses
https://www.nytimes.com/2026/07/03/business/stocks-investing-markets.html
Investor enthusiasm culminated in some of the worst cases of wealth destruction in the last 100 years, a long-running study shows.
Surging Wall Street profit forecasts fuel fears of ‘earnings bubble’
https://www.ft.com/content/1d3da122-c043-4e51-bb95-ac68d41ab838
Chip tremors threaten to set off the inevitable AI bust
https://www.telegraph.co.uk/business/2026/07/03/the-ai-bubble-is-bursting-but-behind-it-hides-an-even-great/
Semiconductor giants have made huge sums from artificial intelligence. But the clean-out may already be starting.
https://www.nytimes.com/2026/07/03/business/stocks-investing-markets.html
Investor enthusiasm culminated in some of the worst cases of wealth destruction in the last 100 years, a long-running study shows.
Surging Wall Street profit forecasts fuel fears of ‘earnings bubble’
https://www.ft.com/content/1d3da122-c043-4e51-bb95-ac68d41ab838
https://www.telegraph.co.uk/business/2026/07/03/the-ai-bubble-is-bursting-but-behind-it-hides-an-even-great/
Semiconductor giants have made huge sums from artificial intelligence. But the clean-out may already be starting.
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.
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.