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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
D-Wave is a promising pure play, but Alphabet's resources could position it to be a bigger quantum-computing winner.
Another gain of almost 1,500% is unlikely, and this could change how shareholders view the stock.
The S&P 500 ended the week lower after hitting a record high, with tech stocks like Broadcom and Oracle leading the decline. Nvidia received approval to ship H200 chips to China, and GE Vernova provided strong guidance. The Dow rose 1% due to gains in materials, financials, and industrials. The Nasdaq fell 1.6%, breaking a two-week win streak.
