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Should You Be Worried About an AI Bubble in 2026? Here's What the Experts Have to Say.
Yahoo Finance· 2026-01-10 09:20
Key Points AI stocks have thrived in recent years, but some investors worry that growth will stall in 2026. Nobody can predict the future, but a long-term outlook can help mitigate risk. There are a few AI subsectors experts recommend focusing on in 2026 and beyond. These 10 stocks could mint the next wave of millionaires › Artificial intelligence (AI) stocks have been incredibly lucrative over the past few years, and many investors who bought in early have experienced life-changing gains. Nvidi ...
Why the AI Bubble May Not Burst in 2026
Yahoo Finance· 2026-01-08 20:45
Key Points According to a recent report, 68% of CEOs say their companies plan to spend more money on AI in 2026. Although less than half of AI projects are paying off, executives remain committed to investing in AI. 10 stocks we like better than Nvidia › Tech companies have been investing heavily in the development of artificial intelligence (AI) models and technologies in recent years, in what's effectively become the latest arms race in the sector. Even though the payoff from those investments may ...
Is it Time to Pay Attention to Value ETF Investing Again?
ZACKS· 2026-01-07 17:35
Key Takeaways Persistent geopolitical and economic risks are improving the case for value investing. Value ETFs offer diversification, lower volatility and easier access to undervalued stocks.ETFs like VTV and IWS can help investors implement value investing.The last year was marked by tariff fears, geopolitical tensions and AI bubble concerns. This year too looks set for no less volatility, evident from the investor nervousness about the geopolitical landscape.Following the recent U.S. military operations ...
Michael Burry Was Right About Valero Energy. Is He Right About an AI Bubble?
247Wallst· 2026-01-07 13:48
Michael Burry has really been making headlines since he closed up shop over at Scion Asset Management with the belief that the broad stock market could be in for a rough couple of years. ...
14%+ Yielding Way To Hedge Against The AI Bubble
Seeking Alpha· 2026-01-05 12:15
Core Viewpoint - The S&P 500 is expected to continue its success in 2026, supported by a three-year bull market and strong consensus among Wall Street analysts [1] Group 1: Market Outlook - The S&P 500 (SPY) is anticipated to have another successful year in 2026, following a three-year bull market [1]
Investors may go value hunting in 2026 as AI rally matures
Yahoo Finance· 2026-01-05 11:04
By Niket Nishant, Kanchana Chakravarty and Joel Jose Jan 5 (Reuters) - Global investors will actively seek opportunities this year in undervalued pockets of financial markets as growing concerns over an AI bubble push traders to look beyond highly valued technology stocks, according to several analysts. U.S. stocks were volatile in 2025, plunging to near bear market territory in April following President Donald Trump's sweeping tariffs before eventually ​rebounding to record highs. The upward momentum ...
Bubble Fears Not Spoiling Billion-Dollar AI Buildout Plans in ’26 … Yet
Yahoo Finance· 2026-01-05 05:01
Up, up and away? The companies expected to pour more than $500 billion into hyperscaling artificial intelligence this year (including Magnificent 7 members such as Microsoft, Amazon and Google) are still betting big on the technology following that trajectory. The less appealing alternative is up, up and pop, manifesting bubble fears that were inflamed when the Financial Times reported in December that Oracle had lost its “primary backer” for a $10 billion Michigan data center. Afterward, the cloud comput ...
There Might Not Be a Spectacular Bursting of an AI Bubble—Here’s What May Happen Instead
Yahoo Finance· 2026-01-03 13:02
Travis Wolfe / Shutterstock.com Quick Read Oracle suffered a 45% peak-to-trough decline while Google gained strength after its Gemini 3.0 launch. Michael Burry holds a bearish view of the AI trade. The equal-weight S&P 500 gained nearly 10% in 2025 as market strength broadened beyond AI leaders. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. The moment Michael Burry announced his bearish bets on ...
Mega-rich Americans are ditching stocks and hoarding historic highs of cash. Here’s where their wealth’s going instead
Yahoo Finance· 2026-01-03 12:47
Core Insights - Real estate is presented as a viable alternative investment option during economic uncertainty, providing potential returns and shielding investors from stock market volatility [1] - A significant portion of high-net-worth individuals are diversifying their portfolios with alternative investments, with 40% of those with $1 million to $5 million in assets and 80% of those with over $10 million engaging in such investments [2] Group 1: Market Trends - U.S. equities are facing challenges due to tariff concerns and market overvaluation, leading to increased interest in cash and cash equivalents as a means to preserve wealth [3] - High-net-worth individuals are reportedly holding about 20% of their net worth in cash and cash equivalents as of 2024, indicating a cautious approach to market volatility [6] Group 2: Real Estate Investment Options - Rental properties are recognized as a steady source of passive income, but managing them can be burdensome for many investors [7] - Platforms like Arrived allow investors to buy shares in vacation homes or rental properties, starting with investments as low as $100, thus providing a hassle-free way to earn passive income [9] - Accredited investors can invest in commercial real estate through First National Realty Partners (FNRP), with a minimum investment of $50,000, focusing on properties leased by national brands [11][13] - Mogul offers fractional ownership in high-quality rental properties, with an average annual internal rate of return (IRR) of 18.8% and cash-on-cash yields between 10% and 12% [14][15] Group 3: Alternative Asset Classes - Fine art is highlighted as a resilient asset class during market turbulence, with high-net-worth collectors allocating about 20% of their wealth to art in 2025 [16] - Masterworks enables investors to buy fractional shares in high-value artworks, yielding net annualized returns of 14.6%, 17.6%, and 17.8% from previously sold pieces [18]
Why Investors Shouldn't Bail on Gold ETFs in the Long Term
ZACKS· 2026-01-02 17:11
Core Insights - Gold experienced a significant rally in 2025, increasing by 32.22% in six months and 67.42% over the year, driven by factors such as rising central bank buying, economic uncertainty, Fed rate cuts, increased ETF inflows, and a weaker dollar [1][11] Group 1: Market Dynamics - Investor appetite for gold and precious metals funds remained strong, with $2.03 billion inflows in the final week of 2025, although gold prices saw a slight pullback due to profit booking and raised futures margins [2] - Analysts project gold prices could reach $4,000-$5,000 per troy ounce in 2026, supported by robust central bank demand, with 95% of central banks planning to increase reserves [3][4] - Goldman Sachs targets $4,900 for gold, while State Street estimates a range of $4,000-$4,500, with geopolitical factors potentially pushing prices to $5,000 [4] Group 2: Economic Influences - Anticipation of further Fed rate cuts in 2026 is expected to support gold prices, with forecasts suggesting three-quarter-point cuts before mid-year due to weak labor markets and inflation uncertainty [6] - A weaker U.S. dollar, resulting from Fed rate cuts, is likely to increase demand for gold, making it more affordable for foreign buyers [7] Group 3: Investment Strategies - Gold serves as a diversification tool for tech-heavy portfolios, with ongoing concerns about elevated valuations in the tech sector prompting investors to seek alternatives like gold [8] - Gold's safe-haven appeal remains strong amid rising macroeconomic and geopolitical risks, as indicated by a 9.7% increase in the CBOE Volatility Index since December 2025 [9] - A long-term passive investment approach is recommended to navigate short-term volatility, with fundamentals supporting further gains in gold [12] Group 4: Gold ETFs - Investors are encouraged to consider gold ETFs such as SPDR Gold Shares (GLD), iShares Gold Trust (IAU), and others to increase exposure to gold [14] - GLD is noted for its liquidity with an asset base of $149.43 billion, while GLDM and IAUM are highlighted as cost-effective options for long-term investing [15] - Gold miners ETFs like VanEck Gold Miners ETF (GDX) and others provide access to the gold mining industry, which can amplify gains and losses [16][17]