24/7 Wall Street
26 Jun 2026, 15:40 UTC · 1h ago
Jeremy Grantham Warns U.S. Stocks Could Plunge 70% in the Most Expensive Market in History
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
24/7 Wall Street
26 Jun 2026, 15:40 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
5 claims · each scored for market impact
Jeremy Grantham warns of a potential 70% peak-to-trough collapse in the U.S. market, citing a 'two sigma' bubble framework. — A forecast of a massive systemic crash from a prominent strategist typically triggers risk aversion and profit-taking.
-0.90Grantham claims current U.S. market valuations are the most expensive in American history, with P/E ratios averaging 60% higher since 2010 than the previous 100 years. — Extreme valuation premiums suggest a lack of margin for error and increase the likelihood of a correction.
-0.60The current AI-driven market setup is compared to the 2000 dot-com bubble, with Grantham arguing that current numbers look worse. — Drawing parallels to the dot-com crash specifically targets the high-growth tech sector and AI-related equities.
-0.50Continue reading
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Inflation continues to rise, with the CPI reaching a trailing yearly high in May 2026. — Rising inflation puts upward pressure on interest rates, which generally compresses equity valuation multiples.
-0.30Grantham distinguishes AI as a genuinely transformative technology, though he believes it has led to dangerous overinvestment. — Validation of the underlying technology's utility provides a long-term fundamental floor despite short-term valuation risks.
+0.10Which stocks this story touches
The article mentions a prediction for nearly 50% upside for the stock.
The article frames the current AI market as a dangerous bubble reminiscent of the dot-com crash, suggesting a potential massive collapse.
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