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15 Aug 2026, 04:15 UTC · 2h ago
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The S&P 500's cyclically adjusted price-to-earnings (CAPE) ratio has surpassed 40, reaching nearly 41. — High CAPE ratios are historically associated with overvaluation and preceded the significant market crash of 2000.
-0.60Hyperscalers like Amazon and Alphabet are projected to spend $700 billion on AI this year, potentially rising to $1 trillion next year. — Massive capital expenditure provides a strong immediate revenue tailwind for AI infrastructure, data center, and energy providers.
+0.50The S&P 500 is on track for its fourth consecutive year of double-digit gains, a trend not seen since the late 1990s. — While positive for current momentum, the historical parallel suggests the market may be entering a late-stage bull cycle.
-0.30Which stocks this story touches
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Mentioned as a leader in the AI charge and planning significant investment in the sector.
Mentioned as a leader in the AI charge and planning significant investment in the sector.
Mentioned only in the context of Jamie Dimon providing a market projection and as an advertising partner.
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