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Goldman Sachs on the one thing that could turn the rally into a bubble

Last Updated: Oct. 8, 2025 at 7:40 a.m. ET
First Published: Oct. 8, 2025 at 7:01 a.m. ET

Stocks look ready to bounce back from Tuesday’s selloff that was driven largely by concern around big tech and AI spending, a worry also echoed in the early hours in a Bank of England report.

But is a bubble brewing? Goldman Sachs strategists take that topic to task in our call of the day, where they argue the bull run for stocks and march higher for leading tech companies isn’t ready to hit a wall yet.

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