How big is the stock market’s America bubble?

US has grown to nearly two-thirds of global equity market value, but some analysts see danger in ‘huge bet on AI’

Topics

The stock market is expensive. But there’s still one bull case not priced in, says Bank of America.

Bank of America says heavily regulated sectors have yet to fully rally
MarketWatch - Feb. 21
Even Warren Buffett is struggling with this stock market. Here’s one big reason why.

Investors will be looking closely at Berkshire Hathaway’s cash position.
MarketWatch - Feb. 22
This stock market pro is following Warren Buffett’s lead, saying it’s ‘not a time to be making big bets’

Strategist David Rosenberg: ‘It’s a time to hunker down.’ Cash, defensive stocks and non-U.S. markets are your best choices now, he says.
MarketWatch - 2h
How a national-security review made AppLovin America’s hottest stock — and its founders billionaires

Who says government can’t create wealth? CFIUS, an obscure panel playing an increasing market role, blocked the sale of AppLovin years before a stock-market bonanza.
MarketWatch - Feb. 21
The ‘bro bubble’ is bursting, says Bank of America strategist. Here are the key levels to watch for the Nasdaq, Palantir and more.

The so-called ‘bro bubble’ — the testosterone-fueled rally in cryptocurrencies and other speculative tech stocks — is popping, and one strategist identifies the key lines in the sand for closely ...
MarketWatch - 3d
Your retirement savings are at risk in an insane stock market

Fund managers admit they’re buying overvalued stocks.
MarketWatch - Feb. 21
The stock market closes out worst day of 2025

The stock market closed out the week with the worst day of 2025. The losses are coming amid growing concerns about economic growth. Elise Preston reports on how Americans are reacting.
CBS News - Feb. 22
Why Trump has gone quiet on the stock market

The mood in markets has darkened and the central narrative around trades based on the president’s policies has soured
Financial Times - 3d
Options traders are bracing for a stock-market crash

Options traders are bracing for a looming stock-market crash, the latest data from Cboe Global Markets show.
MarketWatch - 3h
What record levels of uncertainty mean for the stock market

It’s not always a bad thing.
MarketWatch - 1h
Bracketology Bubble Watch: Arkansas, BYU and VCU boost their NCAA Tournament résumés with big wins

The Razorbacks move closer to making the field of 68 with a big win vs. Missouri on Saturday
CBS Sports - Feb. 23
Young traders don’t care if stocks and crypto are in a bubble. They could get a rude awakening.

A new survey found that the majority of active traders are bullish, despite some thinking the market is in a bubble.
MarketWatch - Feb. 21
How France got America right in the end

Britain and Germany were too close to the US to see it straight
Financial Times - 2d
Wall Street and Silicon Valley Are Betting Big on Trump’s America

Citadel, JPMorgan and Apple are leaning into the president’s agenda.
Inc. - 6d
ETFs that allow investors to make big bets on market moves are gaining in popularity

Leveraged ETFs amplify the daily returns of an index or stock using financial derivatives.
CNBC - Feb. 24
Tech stocks seem to have ended their ‘difficult relationship’ with the bond market

At least for now, U.S. large-cap technology and growth stocks appear “free of their difficult relationship with long-term yields,” according to DataTrek Research.
MarketWatch - Feb. 21
Singapore regulator to inject $4bn into stock market to boost listings

Authorities also announce tax incentives as part of package designed to revive struggling equity market
Financial Times - Feb. 21
Stock Market Sees Biggest Declines of Trump’s Presidency So Far

Fueling a 1.7 percent decline on Friday was an unexpected drop in the University of Michigan’s consumer sentiment index, as Americans worried about stubborn inflation.
The New York Times - Feb. 21
The stock market is trying to break out — but the bulls can’t catch a break

S&P 500 is stuck in a trading range.
MarketWatch - Feb. 22
The stock market looks good from the outside — but inside is another story

The percentage of unprofitable publicly traded U.S. companies is rising
MarketWatch - Feb. 22
The Fed’s job is not to boost the stock market. Here’s what it should be doing.

Getting inflation down to 2% should be the Fed’s No. 1 concern.
MarketWatch - Feb. 22
These are the 7 things we're watching in the stock market in the week ahead

Nvidia, Salesforce and Home Depot, plus the Fed's favorite inflation gauge, are among the biggest events for Wall Street.
CNBC - Feb. 23
Market winners can fall hard — as investors in these favorite stocks found out

‘Magnificent Seven’ investors, take note.
MarketWatch - Feb. 24
Stagflation is a new threat to the stock-market rally. What investors should know.

Worries about an unwelcome mix of inflation and stagnating economic growth are back, only this time such fears are becoming harder for investors to shake off.
MarketWatch - Feb. 24
What Warren Buffett really thinks about the stock market

A “Buffett Indicator” for the world.
MarketWatch - 6d
This neat trick makes it simpler to forecast a decade of stock-market returns

A new research paper finds that there’s a simpler way of cyclically adjusting earnings to forecast future returns using just one year’s data instead of ten.
MarketWatch - 5d
Can Nvidia earnings rally the stock market and stop the bleeding in tech?

Highflying “Magnificent Seven” tech stock are in correction territory. Investors are watching Nvidia’s results to assess tech exposure.
MarketWatch - 5d
Rolls-Royce, whose stock-market performance is close to Nvidia’s, rallies again

Rolls-Royce, the engine maker that’s been one of the hottest stocks in Europe over the last two years, extended its winning ways on Thursday after beating analyst expectations and setting medium ...
MarketWatch - 4d
The stock market is luring investors with promises. Here’s why they should be nervous.

The S&P 500’s false upside breakouts should give stock buyers pause.
MarketWatch - 4d
The Stock Market Wasn’t Supposed to Look Like This Under Trump 2.0

U.S. equities are lagging other countries’ stock markets.
Inc. - 3d
Why this spot-on consumer-confidence measure should concern stock-market bulls

What current consumer-sentiment readings really mean for stocks.
MarketWatch - 2d
10 things to watch in the stock market Monday including bitcoin and Tesla

Wall Street is set for a higher open Monday, building off Friday's rally.
CNBC - 7h
What Nvidia’s market valuation says about where the stock will be in 5 years

A good company whose stock is overvalued can still be a great disappointment.
MarketWatch - 7m
Super Micro’s stock surges. Here’s what’s really behind the big rally.

An end to Super Micro’s delisting drama is welcome news for “fast money” and quantitative investors. But one analyst says institutional investors are still avoiding the stock.
MarketWatch - 5d
How Big Is a Coffee Cup? The Answer Isn't Obvious

It turns out your 12-cup coffee machine is smaller than you think. But figuring just how many cups it makes isn’t always easy, and it’s probably not what you expect.
Wired - 3d
How John Oliver became one of America's leading comedians

John Oliver used to bomb often doing stand-up comedy on stage. Now he has his own TV show, where he delivers searing, satirical takes on America.
CBS News - Feb. 23
Trump’s ‘Gulf of America’ debacle is no joke – this is how authoritarians get started

The move has disturbing historical precedents, and retaliation against the Associated Press signals more restrictions to come. Last week, the Associated Press sued White House officials for ...
The Guardian - 5d
Gulf of America or Gulf of Mexico? How Some Communities Are Responding

President Trump’s order changing the Gulf of Mexico to the Gulf of America prompted communities along the coast to think about the basin in a way many never had before.
The New York Times - 5d

More in World

Nottingham Forest v Ipswich: FA Cup fifth round – live

Rolling report: Updates on the action at the City Ground FA Cup fifth round talking points | You can email Michael The teams are out! Red against blue. The City Ground, under the lights, ...
The Guardian - 24m
Tuesday Briefing: Trump’s Tariffs Set to Take Effect

Plus, Sean Baker’s big Oscar wins.
The New York Times - 25m
Trump says ‘no room left’ for Canada and Mexico to avoid tariffs as he praises major US investment by semiconductor company – live

Tariffs for Mexico and Canada to take effect at midnight ET; TSMC, the world’s biggest semiconductor manufacturer, will invest $165bn in the US. Donald Trump will lay out his priorities tomorrow ...
The Guardian - 32m
On Mexico’s Once-Packed Border, Few Migrants Remain

There has been a dramatic drop in the number of people gathering at the U.S. border and trying to cross. Can it help Mexico stave off President Trump’s threatened tariffs?
The New York Times - 48m
Without US help, Zelenskyy has few options except to repair his relationship with the White House

Ukraine’s president has few options after last week’s astonishing Oval Office row with U.S. President Donald Trump, who berated the wartime leader
ABC News - 51m