Three ways the AI boom may fizzle and what happens to stocks next

Market Watch

May 18, 2026

A pullback in big tech capex may rattle markets, say Panmure Liberum strategists.

Three ways the AI boom may fizzle and what happens to stocks next

Dow futures plunge 370 points: 5 things to know before market opens

Invezz

May 18, 2026

US stock index futures fell on Monday as rising Treasury yields and oil prices renewed pressure on equities and revived concern that borrowing costs may stay elevated for longer. Futures tied to the Dow Jones Industrial Average fell 373 points, or 0.8%, while contracts linked to the S&P 500 and Nasdaq-100 slipped 0.4% and 0.3%.

Dow futures plunge 370 points: 5 things to know before market opens

U.K. Gilt Yields Climb to Multiyear Highs on Inflation, Political Concerns

WSJ

May 18, 2026

Yields on 30-year gilts hit a high last seen in 1998, while 10-year yields were at their highest since 2008.

U.K. Gilt Yields Climb to Multiyear Highs on Inflation, Political Concerns

The Major Differences Between This Bull Stock Market And The Late 1990s

Seeking Alpha

May 18, 2026

The biggest beneath-the-surface issue with the late 1990s rally versus today's market in large-cap tech and growth is accounting quality. Today, looking at cash flow and free cash flow versus net income does not indicate anywhere near the accounting quality issues that were seen in the late 1990s.

The Major Differences Between This Bull Stock Market And The Late 1990s

Here's where Treasury yields will peak and open up a rare opportunity to buy stocks and bonds, says Wall Street veteran

Market Watch

May 18, 2026

The Treasury yield could peak near 5% in coming weeks, which will be a chance to buy stocks, says Ed Yardeni.

Here's where Treasury yields will peak and open up a rare opportunity to buy stocks and bonds, says Wall Street veteran