US stocks were poised for further losses on Wednesday as techs continued to struggle, with the mood muted on a pivotal day for President Trump's tariffs and the federal shutdown. Futures on the S&P 500 (ES=F) and Nasdaq 100 (NQ=F) fell roughly 0.2% and 0.4%, respectively. Contracts on the Dow Jones Industrial Average, (YM=F) which include fewer tech stocks, were little changed. Markets are still weighed down by questions about stretched valuations for stocks behind the AI-fueled rally. On Tuesday, a sha ...

A Goldman Sachs trader, Mike Washington, broke down why he doesn't think AI stocks are a bubble. He said the valuations of AI stocks are based on strong fundamentals, unlike during the dot-com bubble. Washington also pointed to a steady flow of funds and an increasingly resilient consumer. A Goldman Sachs trader has said he hears the word "bubble" now more than any other time in his career, as AI stocks drive huge gains. But he laid out three reasons he thinks this isn't one. According to Morgan S ...

Tesla, Inc. (NASDAQ: TSLA ) delivered rather disappointing Q2 ’25 results that expose cracks beneath its high valuation. What we saw wasn’t just a stumble; it was a sign that Tesla stock may be in bubble territory, and everyone’s afraidRick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his wo ...

It's time now for our stock of the day. Broadcom shares surging after inking a deal with Open AI. But as AI spending ramps up and more companies jump in, are investors starting to worry that we're in real growth or signs of a bubble.Still with me, my round table, Lou Bassin, Brook Palma, and Jennifer Shamberger. And Lou, I know you were just talking about the fact that things are different this time, that there's real earnings growth here for a lot of these AI companies, but is it a concern that these AI he ...

Anxieties around a possible bubble forming in AI have risen steadily all year. There's a strategy market pros are recommending for investors worried about the AI party suddenly stopping. A barbell portfolio balances high- and low-risk assets to offer investors downside protection. The barbell strategy. It's not a gym bro thing, but rather, it's an increasingly common bit of investing advice from some of the market's top strategists amid fears of an AI bubble. It refers to an investing approach tha ...

高盛对股市泡沫的评估 - 高盛策略师对当前投资者担忧的股市泡沫问题进行了深入分析 [1] - 分析认为构成泡沫的必要条件尚未完全具备 [1]

市场对降息影响的预期 - 市场普遍预期美联储本月将降息25个基点 概率接近100%[2][5] - 降息预期因8月就业报告疲弱而强化 该数据低于市场预期[2] 降息对股市的潜在风险 - 降息可能推高本已高估的股价 加剧股市泡沫风险[5][6] - 当前AI狂热背景下实施宽松政策可能使风险特别显著[6] - 降息可能被解读为对经济的担忧 引发衰退恐慌并导致股市修正[8] 对降息必要性的质疑 - 就业市场疲弱迹象被评价为"轻微" 通胀预期可能已"固化"[7] - 缺乏明确证据支持当前降息必要性[7] - 过早降息可能损害美联储信誉并助长金融泡沫[7]