Bubble talk has been rising on Wall Street in the years since ChatGPT set off an AI frenzy in the stock market.

According to the latest Global Fund Manager Survey from Bank of America (BoA), some 29% expect productivity gains from Artificial Intelligence (AI) to appear after 2026, while 21% forecast this for 2026 itself. Only one percent reckon there will be meaningful productivity gains from AI this year.

A Bank of America analyst sees a stock bubble forming in the second half of 2025, fueled by the prospect of lower interest rates and tax cuts.

A Bank of America analyst sees the risk of a speculative stock market bubble increasing as expectations that the Federal Reserve will cut interest rates continue to rise. In a note on Friday, BofA's Michael Hartnett highlighted a shift that he sees ...

Investors directed significant funds toward cash and bonds in the past week, according to Bank of America. Strategists led by Michael Hartnett noted that if the S&P 500 moves above 6300 in July, it would likely trigger a "sell signal.

The latest turn by the Trump administration to favor tax cuts and lower tariffs has the potential to kick off another speculative frenzy in markets, according to Bank of America Corp. strategists ...

Bank of America appears to have broken an important resistance level. Yjos means there is a good chance that it trends higher.

A Bank of America analyst sees a stock bubble forming in the second half of 2025, fueled by the prospect of lower interest rates and tax cuts.