Bearish for the Nasdaq
AI Capex Outpacing Revenue Returns
Stable
Steady attention in Nasdaq 100 coverage, without a clear trend.
Updated 14 October 2026
The bearish argument: Wall Street is overestimating company earnings, leading to inflated valuations in the Nasdaq 100.
How attention has changed
0% of Nasdaq 100 coverage
Rolling 3-day share · as of 14 Oct 2026
This measures attention in published coverage, not the likelihood of a price move.
| Date | Share of coverage |
|---|---|
| 2026-09-15 | 0% |
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| 2026-10-14 | 0% |
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The argument and its evidence
Several outlets can carry the same argument; no single article is its origin. Read each one in its own context.
Recent coverage
Earlier coverage
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CNBC TV18 · Published 23 Jul 2026
Off: Dow Jones falls 500 points after crude rally; Alphabet, Tesla drag Nasdaq
In coverage record: 24 Jul 2026
“The tech-heavy indices were led lower by Tesla and Alphabet. Tesla shares fell 14.5% to close at their lowest level since March 2025, while Alphabet, the Google-parent, fell 7%. Both stocks fell after their respective earnings failed to cheer the street. Together, big tech wiped out nearly $767 billion in market capitalisation on Thursday.”
Read article -
Fox Business · Published 8 Jul 2026
Billionaire Jeremy Grantham says SpaceX IPO is the 'craziest' in market history
In coverage record: 9 Jul 2026
“"Everyone's lining up to tell you to buy the craziest IPO in the history of man," Grantham told Morningstar's "The Long View" podcast. "In 50 years, they'll be telling and writing stories about SpaceX, and they'll be quoting you paragraphs from the prospectus, and you will be laughing at it."”
Read article -
The Economic Times · Published 12 May 2026
Michael Burry warns of stock crash as tech jump echoes 2000 peak
In coverage record: 12 May 2026
“He said the Nasdaq 100, by his reckoning, is trading at 43 times earnings — well above the implied level of around 30 times — because 'Wall Street may be overstating by more than 50% the earnings at our fastest growing, most highly valued companies.'”
Read article