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Source document· July 29, 2026
Experts Are Sounding the Alarm Over an AI Bubble. Here's What History Says Investors Should Do Right Now.
View original at nasdaq.comExperts Are Sounding the Alarm Over an AI Bubble. Here's What History Says Investors Should Do Right Now. Key Points The AI industry has been wavering lately, as fears around a bubble grow…
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The top 10 largest AI-related stocks now make up over 40% of the S&P 500, similar to tech stock concentration during the dot-com bubble of the early 2000s.
60% confidenceFund managers identified an AI bubble as the most pressing tail risk facing the market right now.
60% confidenceHistory suggests that during a bear market, overhyped and overvalued stocks with unsustainable business models, poor financial health, or weak competitive advantages will struggle the most, while companies built on solid foundations will eventually recover.
60% confidence61% of fund managers don't expect hyperscalers to cut back on AI spending this year.
60% confidence
Data points we hold from this source
| S&P 500 Index Fund · total return | 206 percent |