Sunday, August 2, 2026

Equity Bubbles

America Is Great at Creating Stock Market Bubbles—and Shrugging Them Off
https://www.wsj.com/finance/stocks/stock-market-bubbles-recovery-029d21d0
One day the bust will be the big one. But for now the pullback in AI-related stocks has been almost completely offset by gains elsewhere.
 
Big Tech Earnings Are Sending Valuations in Wildly Different Directions
https://www.wsj.com/finance/stocks/tech-company-earnings-stock-market-5c4179d8
Reports from tech giants drove big gains and losses, while the Fed-fueled bond selloff adds to market pressures. 

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/