Jeremy Grantham Warns AI Stocks Could Fall 70% in Biggest U.S. Market Bubble
Updated
Updated · Seeking Alpha · Jun 26
Jeremy Grantham Warns AI Stocks Could Fall 70% in Biggest U.S. Market Bubble
3 articles · Updated · Seeking Alpha · Jun 26
Summary
A 70% drop in AI high-flyer stocks cannot be ruled out, Jeremy Grantham said, as he warned U.S. markets are in what he called the biggest bubble in American history.
AI shares have driven markets to unprecedented levels, forming the core evidence behind Grantham’s latest bubble call.
The warning revives Grantham’s long-running role as a prominent bubble watcher, with his latest alarm centered on how concentrated AI enthusiasm has become.
If that AI-led surge reverses sharply, the fallout would extend beyond a handful of stocks because those names have been leading the broader market higher.