The $5 Trillion Question: Are The Stock Markets In a Dangerous AI Bubble?

The relentless AI rally that propelled global equity markets to dizzying records throughout the first half of 2026 hit a formidable wall. On Tuesday, June 23, 2026, a compounding mix of investor exhaustion, skyrocketing corporate infrastructure costs, and a hawkish pivot by the U.S. Federal Reserve culminated in a severe global technology stock rout.
The selling pressure, which began on Wall Street a day prior, rippled across Asian and European trading desks overnight before violently returning to New York. By the...