Wall Street bubble risk warnings
The gist
Elliott Investment Management wrote that "virtually every alarm bell" for a bear market is ringing.
The Nasdaq 100 fell 9% from its October high as bubble warnings spread.
How it unfolded
- Oct 19, 2025Wall Street warnings grow louder that the AI trade may be overheating as record spending, investor optimism and soaring valuations fuel fresh bubble fears.
- Dec 9, 2025Investors and analysts debate whether AI valuations rest on a big bet on the future, after the S&P 500 rose nearly 50 percent over two years.
- Jun 9, 2026A Wall Street research firm warns that Federal Reserve policy may be helping fuel the AI-driven rally in ways that could create problems later.
Key terms
- bear market
- A downward market trend in which prices fall over a period of time.
- Nasdaq 100
- A stock market index of 100 of the largest non-financial companies listed on the Nasdaq exchange.
- S&P 500
- A stock market index tracking the performance of 500 large US companies listed on American exchanges.
Source: Wikipedia