If we are in a stock market bubble, this would be the first time in history that a bubble occurred when companies were telling the market “we can’t keep up with demand!” ...

Imagine trying to call a stock market bubble while investors are at “Extreme Fear.”Couldn’t be me. https://t.co/NoY82iEouG ...

Noteworthy this week60% of stock markets have reached ATHHigh market concentration has been badEmerging markets benefit from a weak USOracle’s default risk surgesHigh-investment companies underperform60% of stock markets have reached ATH: Approximately 60% of global equity markets have reached all-time highs over the last 21 days, the most in at least two years.The global bull market is accelerating:~60% of world equity markets have reached all-time highs over the last 21 days, the most in at least 2 years. ...

Let's welcome Ryan on set, chief market strategist at the Carson Group. Ryan, good to see you. >> Good to see you as well.>> Don't worry, we're not talking about the Bengals and Joe Burrow. Okay, we'll save that for off camera. >> You had to go there. You had to go there fast, didn't I.>> I went right went right there. All right, but we're going to start with something else. This is interesting.So, I posed a very simple question to all of my lovely followers on X. >> Is the stock market in a bubble. Before ...

Market Dynamics - Sector driving returns reports demand significantly exceeds supply, making a stock market bubble unlikely [1]

Use a needle to pierce the stock market bubble, the bubble economygettyAre we in a stock market bubble or not? Let’s tackle that question head-on, because it’s all we seem to be hearing about these days.I’ll put my cards on the table: We’re not in a bubble. I’m going to show you why I’m still bullish on stocks at these levels. Then we’re going to play overwrought bubble fears with a “cornerstone” fund that’s beaten stocks over just about every timeline but is still cheap (and yields a rich 8%, too).When it ...

You can’t have a stock market bubble if earnings are growing faster than expectations, multiples are compressing, and companies are becoming more productive and profitable.Humans are really bad at wrapping their head around acceleration periods. ...

Meta and Microsoft's big AI spending plans have investors on edge, and both stocks are lower. Traders are starting to punish companies for capex spending is seen as a warning sign. Sign up for Business Insider's daily markets newsletter here. Mega-cap tech firms keep spending loads of cash on AI — and investors are starting to rebel. That was evident after Meta and Microsoft — two of the largest companies at the center of the AI revolution — saw their stock prices drop on Wednesday, after earnings ...

When AI starts to feel like the metaverse, the stock market's favorite trade could be in trouble. BCA Research said it was looking for one warning sign in particular when it comes to the AI boom, which has sent tech stocks into stratospheric territory as companies pour billions into AI-related investments.According to Peter Berezin, the chief global strategist at the research firm, it could be time for investors to get out when AI sees a "metaverse moment" — a scenario in which a large AI firm announces "e ...

Key Points The median bottom-up forecast says the S&P 500 will hit 7,560 within 12 months, which implies about 10% upside from where it trades today. Evercore’s bull-case scenario says the S&P 500 will advance to 9,000 in 2026, which implies about 30% upside from its current level. Morgan Stanley’s bear-case scenario says the S&P 500 will fall to 4,900 in 2026, which implies about 30% downside from its current level. 10 stocks we like better than S&P 500 Index › The S&P 500 (SNPINDEX: ^GSPC) has ...