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Seeking Alpha

06 Jul 2026, 19:57 UTC · 6h ago

The Most Obvious Bubble In History: Unlikely To Pop This Year

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The Most Obvious Bubble In History: Unlikely To Pop This Year

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What the story claims

2 claims · each scored for market impact

What matters in this story

1
The AI capital expenditure supercycle is expected to continue through 2026. — Extended spending on AI infrastructure supports sustained revenue growth for semiconductor and hardware providers.
+0.60
2
The current AI market is not viewed as a suitable long-term 'buy and hold' investment. — This suggests potential volatility or a valuation peak that may discourage long-term institutional accumulation.
-0.40

Read original · https://seekingalpha.com/article/4920145-most-obvious-bubble-in-history-unlikely-to-pop-this-year

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How the impact breaks down

6 related stories

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1h ago
This ESG ETF Owns Google and Intel but Won't Touch Meta, and It's Up 22% in a Year
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Read

The Most Obvious Bubble In History: Un… | NewsImpactScreener

The Most Obvious Bubble In History: Unlikely To Pop This Year

What matters in this story

Track these names every morning.

This ESG ETF Owns Google and Intel but Won't Touch Meta, and It's Up 22% in a Year

The Most Obvious Bubble In History: Unlikely To Pop This Year

What matters in this story

Track these names every morning.

This ESG ETF Owns Google and Intel but Won't Touch Meta, and It's Up 22% in a Year

Impact by category

Biggest drivers

Most positively impacted

Most negatively impacted

This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel

MSFT falls as investors remain focussed on AI spending despite layoffs

DRAM Prices Likely To Drop 80%-90% In 3 Years

The Second-Biggest Stock Sale in History Hits the Nasdaq Friday, and Chip Stocks Are Ripping

Robbins LLP is Investigating Allegations that Veritone, Inc. (VERI) Failed to Disclose to Investors that it Maintained Deficient Internal Controls Over Financial Reporting

The Most Obvious Bubble In History: Unlikely To Pop This Year

What matters in this story

Track these names every morning.

Next reads from the same story arc

This ESG ETF Owns Google and Intel but Won't Touch Meta, and It's Up 22% in a Year

The Most Obvious Bubble In History: Unlikely To Pop This Year

What matters in this story

Track these names every morning.

Next reads from the same story arc

This ESG ETF Owns Google and Intel but Won't Touch Meta, and It's Up 22% in a Year

Impact by category

Biggest drivers

Most positively impacted

Most negatively impacted

This Semiconductor ETF Is Up 54% This Year and Refuses to Own Intel

MSFT falls as investors remain focussed on AI spending despite layoffs

DRAM Prices Likely To Drop 80%-90% In 3 Years

The Second-Biggest Stock Sale in History Hits the Nasdaq Friday, and Chip Stocks Are Ripping

Robbins LLP is Investigating Allegations that Veritone, Inc. (VERI) Failed to Disclose to Investors that it Maintained Deficient Internal Controls Over Financial Reporting