TRENDING · US
Strategist warns AI bubble could trigger worst S&P 500 crash since 2008
A market strategist, cited by Bloomberg, flagged valuation risks in AI stocks, warning that if growth expectations disappoint, index losses could rival the 2008 financial crisis. High-beta fintech and software names would face disproportionate drawdowns.
WHY IT MATTERS
Risk-asset repricing could force BFSI to mark-to-market AI-heavy portfolios and reduce venture allocations; CFOs should stress-test AI portfolio exposure under correction scenarios.
Source: Bloomberg · 2026-10-08