Speculative Bubble

Business

Metals Market Reels as Speculative Frenzy Cools: Chinese Investors at Center of Historic Gold, Silver Plunge

Precious metals markets experienced one of their most volatile weeks on record, with silver plummeting 26% and gold dropping 9% in a dramatic reversal. The sell-off, triggered by shifting U.S. policy expectations, laid bare the market's recent dependence on speculative flows from China, raising questions about stability ahead of the Lunar New Year.

Feb 2, 2026

Business

Beyond the Bubble Talk: A16z's Horowitz Points to Unprecedented Demand Fueling the AI Revolution

Amid soaring valuations and bubble fears, venture capital heavyweight Ben Horowitz argues the AI surge is fundamentally different, driven by historic customer adoption and revenue growth that signals a new computing era.

Jan 31, 2026

World

Markets Retreat as AI Bubble Fears Resurface, Oil Prices Tumble

Global markets stumbled on Monday, with Asian shares and U.S. futures declining sharply. The sell-off was led by a significant pullback in South Korean tech stocks amid renewed concerns over an AI sector bubble, while oil prices dropped over $2 per barrel.

Feb 2, 2026

Business

Markets Stumble as AI Bubble Fears Resurface, Oil and Metals Retreat

Global markets opened the week under pressure, with Asian shares and U.S. futures declining amid renewed concerns over an AI sector bubble and falling commodity prices. South Korea's Kospi led losses with a sharp 4.6% drop.

Feb 2, 2026

Business

Cathie Wood Dismisses AI Bubble Fears, Labels Gold's Surge as the 'Real' Market Excess

ARK Invest CEO Cathie Wood argues the parabolic rise in gold, not artificial intelligence, represents the current asset bubble, pointing to its recent sharp correction as validation of her view while reaffirming her bullish stance on Bitcoin.

Jan 30, 2026

Business

Cathie Wood Warns of Gold Bubble, Citing 'Great Depression' Valuation Extremes

Ark Invest's Cathie Wood suggests the recent historic rally in gold may be a late-cycle bubble, pointing to valuation metrics that have surpassed levels seen in the 1930s. The warning follows a sharp, cross-market sell-off that dragged down precious metals and cryptocurrencies.

Jan 30, 2026

Business

AI Bubble Fears Loom Over 2026 Markets, But This S&P 500 ETF Remains a Bedrock Strategy

As trillion-dollar AI infrastructure spending fuels concerns of a market bubble, long-term investors are questioning whether broad index funds like the Vanguard S&P 500 ETF still offer a safe harbor.

Jan 30, 2026

Business

AI's Market Frenzy: Three Red Flags Suggesting a Bubble Is Brewing

While AI continues to fuel a historic market rally, a closer look reveals troubling signs of overheating, from staggering capital expenditures to questionable monetization and complex financial engineering.

Feb 2, 2026

Business

Copper's Record Rally Stalls: Analysts Warn of Impending Correction Amid Speculative Frenzy

After soaring to unprecedented highs, copper prices have begun to retreat. Goldman Sachs forecasts a more significant market adjustment by mid-2026, driven by potential U.S. tariff policies and a disconnect from fundamental demand.

Jan 30, 2026

Business

Gold's Record Run: Is the Rally Built to Last, or a Bubble Ready to Burst?

As gold and the popular GLD ETF hit historic highs, retail and institutional investors alike are grappling with a critical question: is this a sustainable shift or a speculative peak? We examine the drivers behind the surge and the debate on what comes next.

Jan 30, 2026

Business

Gold's Meteoric Rise: Safe Haven or Speculative Frenzy?

Gold prices have surged past $5,500, driven by geopolitical tensions and fiscal fears. Yet, analysts caution that its reputation as a stable store of value may be overstated, pointing to inherent volatility and shifting market dynamics.

Jan 30, 2026

Business

Affluent Foundation's Pivot to Finance: A Bold Bet or a Valuation Bubble?

Hong Kong-listed construction firm Affluent Foundation Holdings (SEHK:1757) has unveiled plans to enter the regulated financial services sector, sending its shares on a meteoric rise. As the stock trades at a significant premium, analysts question whether the market is pricing in future success or overlooking execution risks.

Feb 2, 2026

Business

Tyler Technologies: A Profitable Contender in a Speculative Market

While many chase high-risk, loss-making stories, Tyler Technologies (TYL) stands out with consistent profitability and growth. We examine the key metrics and management alignment that make this software provider a stock worth watching.

Feb 2, 2026

Business

Bitcoin Tumbles to Post-Election Low as Metals Meltdown Triggers Crypto Liquidation

Bitcoin plunged to levels not seen since before the 2024 U.S. election, caught in a broad sell-off of speculative assets. A sharp downturn in gold and silver prices triggered a massive $2.5 billion liquidation event, compounding existing pressures from fading regulatory optimism and a shifting Fed outlook.

Feb 2, 2026

Business

The Great Metals Meltdown: How a Year-Long Rally in Gold and Silver Crashed in a Single Day

A speculative frenzy fueled by geopolitical tensions and dollar fears met its abrupt end last Friday, triggering the worst single-day plunge in silver since 1980 and a massive gold sell-off. Analysts point to leveraged bets and a shifting Fed outlook as key catalysts for the historic crash.

Feb 2, 2026

Business

Wall Street Sounds Alarm on Private Credit Bubble, Putting High-Yield BDCs in the Spotlight

As warnings mount over loosening lending standards in the booming private credit market, investors are scrutinizing ultra-high-yield BDC stocks. While some show signs of stress, selective opportunities may still exist for those who look beyond the headline yield.

Feb 2, 2026

Business

KPN's Steady EPS Growth Offers a Haven for Investors Weary of Speculative Tech Bets

As markets swing between hype and fundamentals, Royal KPN's consistent earnings growth and prudent governance present a compelling case for stability-focused investors in the telecom sector.

Jan 30, 2026

Business

Canopy Growth: Why This Cannabis Stock Remains a High-Risk Bet Despite Regulatory Shifts

Canopy Growth's shares have plummeted over 99% in five years, yet analysts warn its challenges run deeper than its stock price suggests. Despite recent U.S. regulatory changes, structural industry headwinds and the company's own track record make it a speculative play at best.

Feb 2, 2026

Business

AI and Finance: Is XRP Positioned to Ride the Next Wave?

As artificial intelligence reshapes finance, we examine whether XRP's underlying technology is built to capitalize on the trend of 'agentic AI' handling transactions, or if its potential benefits remain speculative.

Feb 2, 2026

Business

Wall Street's Bitcoin Bet: Are Main Street Investors Too Late to the Party?

Despite recent price volatility, major financial institutions are building significant positions in Bitcoin ETFs, signaling a shift in the asset's perception from speculative gamble to a potential strategic holding.

Feb 2, 2026