Nvidia's AI Bubble Shock Sends Bulls Fleeing the Nasdaq

Nvidia AI bubble fears hit the Nasdaq 100 hard after record highs, yet deeply oversold readings show the selloff has not confirmed a burst. James Stanley, StoneX Media Senior Market Analyst, breaks down the Nvidia selloff, the Nasdaq 100's lag behind the S&P 500, and the bond market forces behind both. Nvidia stock has fallen below where it traded when its expanded share buyback was announced, despite a strong quarterly earnings report, while debt-dependent names such as CoreWeave took heavier hits. Rising Treasury yields, persistent inflation and Federal Reserve rate hikes echo the 1999 to 2000 sequence that preceded the dot-com bubble's collapse. Late-week rallies and oversold conditions continue to shape how the Nasdaq 100 and the S&P 500 trade. Discover Actionable Insights with the latest Market Outlook Reports: https://intel.stonex.com/offer?language=en&campaignId=A908C315-DC62-4F35-AC16-870BB71E84D1&utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_james_stanley&utm_content=share 00:00 - AI Bubble Headlines Hit Nvidia 02:17 - Nvidia's Buyback Gets Ignored 05:03 - Stretched Valuations, No Exit 07:45 - Nasdaq 100 Lags the S&P 500 10:26 - Shorts Bail Before the Weekend 14:27 - Treasury's Refunding Dilemma 16:23 - Fed Hikes Echo the Dot-Com Era 18:29 - Treasury Yields Squeeze AI Tech Like and subscribe for more financial market insights. #StoneX #Nvidia #JamesStanley #Nasdaq --------- Like this video? Subscribe and turn on notifications so you don't miss any videos from StoneX: https://www.youtube.com/@stonex_official Visit https://www.stonex.com/en/insights/thought-leadership/?utm_source=youtube&utm_medium=social for insights, perspectives and thought leadership from StoneX's global network of experts. Visit our website: https://www.stonex.com?utm_source=youtube&utm_medium=social