AI hype intensifies — but signs of a bubble burst are alarming
S&P 500 closed on record high 27 times since June to date due to AI bullishness
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S&P 500 closed on record high 27 times since June to date due to AI bullishness
Chipmakers and tech indices gained over USD 200 bn in market value in a single session on the news
Russell 2000 hits all-time high, but investors have pulled USD 5.4 bn from the largest small-cap ETF this year
2025 is now on track to be the strongest year for M&A since 2021
Despite the boom, EM private credit is still under 10% of the USD 1.7 tn global market
Even giants like Insight Partners, Apollo, and Carlyle have missed fundraising targets
Nearly half of EMEA family offices bumped up their exposure to private equity, public equities, and fixed income
The global economy outperformed expectations in 1H 2025 on the back of AI investments and frontloading
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