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A report from Wall Street investment bank BCA Research points out that the biggest risk facing the U.S. economy in 2026 may come from a stock market crash rather than an economic recession. The report argues that a stock market crash could lead to an economic recession and challenges the prevailing market view. The Federal Reserve may tolerate higher inflation rates to avoid a market crash and take measures to cut interest rates during economic or market weakness
Microsoft founder Gates warns that competition in the AI industry is fierce, and some overvalued AI companies may suffer losses. AI concept stocks like Palantir are overvalued, and the S&P 500 index is close to historical highs. Identifying bubbles is easy, but predicting their burst is difficult, and investors need to be cautious
