Chipmakers are by far the hottest stocks in the market, but their recent surge is lending urgency to the debate over whether investors are buying into an artificial-intelligence bubble that could be due to burst. Harvard Kennedy School's Center for Public Leadership Research Fellow Gautam Mukunda joined David Gura and Christina Ruffini on Bloomberg This Weekend to discuss.
While tech is still leading the party, more parts of the market are starting to join in.
IPO mania has begun, and nothing kickstarts initial public offerings like spreadsheets flashing green to incite the crowd. SpaceX's recent S-1 filing promoted an “actionable total addressable market” of $28.5 trillion, which includes $23 trillion from enterprise artificial-intelligence applications.
How can the U.S. bond market, where the world's smartest money lives, reconcile $36 trillion in national debt with less than 2.5% expected annual inflation over the next decade? The answer may consist of two letters: A and I.
The global aluminum market is being squeezed by two powerful forces at once: conflict in the Middle East and rising US tariffs. Industry executives say disruptions to production and shipping in the Gulf region are removing significant supply from global markets just as tariffs are already pushing prices higher for American buyers.
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S&P 500 Heatmap
Apr 8, 2026, 4:00 PM EDT
Technology · Semiconductors
NV
NVDA
NVIDIA Corporation
$178.10+0.26%
No new macro, sector, or company-specific
catalysts detected on Wednesday, Apr 8.
What will be the target range for the Federal Funds Rate on December 31, 2026?
Above 4.50%
25%
+3%
Between 3.00% - 4.50%
55%
-2%
Below 3.00%
20%
-1%
15.8M volume
Sustained inflation and a resilient economy could limit aggressive Fed cuts, keeping rates higher. Recession risk could drive more cuts.
What will be the closing value of the S&P 500 on June 30, 2027?
Above 7000
40%
+5%
Between 6000 - 7000
45%
-3%
Below 6000
15%
-2%
22.3M volume
Continued tech innovation, AI adoption, and corporate earnings growth could drive the S&P 500 higher. Geopolitical risks or high interest rates could cap gains.
These notifications are informational only and do not constitute financial advice. Always conduct your own research
before making investment decisions.
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AAPL Deep Dive: AI Strategy Analysis
Published by Goldman Sachs on 2026-02-08
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