AI fears don’t explain the market’s stretch, DataTrek chart shows
TL;DR Summary
DataTrek finds the S&P 500 trades about 14.4% above its 10-year forward P/E average, driven mostly by energy, industrials, and communications, while the tech sector’s forward P/E is up only ~5.3%—suggesting there isn’t an AI bubble in tech valuations and that broader sector boosts are behind the market’s high levels.
- The stock market looks expensive — but this chart shows why AI bubble fears in tech may be overblown MarketWatch
- How to hedge a bubble, AI edition The Economist
- The AI boom is so huge it’s causing shortages everywhere else The Washington Post
- Big Tech set to spend $650 billion in 2026 as AI investments soar Yahoo Finance
- Picks and Shovels Still Rule the AI Tech Trade The Wall Street Journal
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