AI Investment Surge vs. Bubble Risk The surge in global investment in artificial intelligence (AI) in 2026 has become a focal point for analysts assessing market

Analysts are evaluating whether the 2026 AI investment surge represents strategic growth or speculative risk.

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ICYMI - Société Générale warns of bubble risk if S&P 500 gets above 7500! There are a few reports on Société Générale's view doing the rounds. 2026 index could reach 6,900 by year-end * a potential range of 6,500-7,250 if re-rating occurs in a rate-cutting environment * say rate cuts from the Federal Reserve could push the index above 7500 in 2026 and into bubble territory SG cite positive impacts from: * lower oil prices * “The One Big Beautiful Bill” * less stringent regulations * fiscal spending globally * duplication of supply chains * nominal EPS should continue to grow higher SG expect the USD to continue weakening, sending EUR/USD to 1.2: * "weakening in the USD looks set to continue until Fed rates are in the 3-handle and/or the yield curve (2s10s) is closer to 100bp.” This article was written by Eamonn Sheridan at investinglive.com.

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BofA’s Hartnett Renews Warnings Around Bubble Risks for Stocks - Bloomberg.com BofA’s Hartnett Renews Warnings Around Bubble Risks for Stocks  Bloomberg.com

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