Today: 1 July 2026
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NYSE:WFC 31 January 2026 - 24 February 2026

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  • BofA Sees Bubble Risk as 'AI Big 10' Hits Dot-Com Bubble Levels
    July 1, 2026, 10:19 AM EDT. Bank of America strategists say the 'AI Big 10'-including Nvidia, Microsoft, and Apple-now make up 41% of the S&P 500, a weight last seen before the dot-com bubble. The Nasdaq jumped 21.4% in Q2 2026 as AI infrastructure bets sent chip names like AMD and Micron to highs. But with investors watching Big Tech's AI spending and new Fed Chair Kevin Warsh sending hawkish signals, the rally faces some risk. Lee Munson and others say the story could change as earnings season brings more scrutiny to AI names.
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