New York Post
18 Oct 2026, 00:21 UTC · 3h ago
The AI bubble is about to burst — and a big market correction is coming
Impact · against what's priced in
The article's warnings of an AI bubble are largely reflected in current valuations, which already disregard aggressive monetization targets. While it highlights systemic risks for the sector, it offers no new company-specific catalysts that shift the current risk-reward balance for Microsoft.
- MSFT−0.05
Already priced in
- The price assumes
The bear case that growth slows enough to warrant a 20% cut to the current valuation
The author's warning that tech giants like Microsoft get swept up in speculative crashes mirrors the bear case the market is already monitoring, but it provides no new data to trigger that 20% valuation cut.
What MSFT's price assumes · Sep 21
