YARDENI: THE AI BUBBLE IS REAL, BUT NOT READY TO BURST Yardeni Research's new AI Bubble Meter flashes a warning, but not a crash signal. Bu…
YARDENI: THE AI BUBBLE IS REAL, BUT NOT READY TO BURST
Yardeni Research's new AI Bubble Meter flashes a warning, but not a crash signal.
Bubble Conditions stand at 83/100, while Crash Triggers remain at just 34/100.
Historically, similar conditions preceded an S&P 500 bear market only 9% of the time within two years, with a median inflation-adjusted gain of 18.3%.
The key takeaway: AI valuations look stretched, but the forces needed to burst the bubble haven't fully materialized.