JPMorgan is urging investors to rethink crowded bets as markets head into 2026, warning that concentration risk is quietly building…
Browsing: AI stocks
Macro guru Lyn Alden believes that the AI boom is about to enter a cooling period that could last longer…
Billionaire “Bond King” Jeffrey Gundlach says the AI frenzy fueling US stocks is being driven by powerful momentum forces that…
A top hedge fund investor believes stock and AI bears will be left on the sidelines once macro tailwinds take…
Jeffrey Gundlach says the AI boom has pushed US equities into one of the most speculative phases he has ever…
A veteran predicts that a sharp reset is coming for AI stocks, saying spending trends have reached stratospheric levels. In…
A top tech strategist says the AI arms race between the US and China is setting up an unusually favorable…
Billionaire hedge fund manager Paul Tudor Jones says the conditions are brewing for another major leg higher in US equities.…
Veteran investor Dan Niles says a new wave of easy money is about to lift AI stocks to fresh highs.…
Oxbow Advisors’ Ted Oakley says the AI trade looks eerily similar to the dot-com bubble witnessed in the late 1990s.…