Updated
Updated · Yahoo Finance · Aug 11
Investors Urged to Keep Buying as S&P 500 Gains 13.4% Despite AI Bubble Fears
Updated
Updated · Yahoo Finance · Aug 11

Investors Urged to Keep Buying as S&P 500 Gains 13.4% Despite AI Bubble Fears

2 articles · Updated · Yahoo Finance · Aug 11

Summary

  • A potential AI-led selloff should not push investors to exit stocks; the report’s main advice is to keep investing consistently through any downturn.
  • The warning comes as the S&P 500 is already up 13.4% in 2026, putting the market on track for a fourth straight year of double-digit gains even as froth builds.
  • Cracks are showing inside the AI trade: memory stocks Sandisk, Micron Technology and SK Hynix are all down year to date, even while defensive favorites such as Coca-Cola and Apple keep rising.
  • History cited in the report argues against panic-selling: the S&P 500 has returned 10.9% annually since 1990, and investors who stayed in after the 37% 2008 drop captured a 931% gain afterward.
  • The broader takeaway is that timing tops and bottoms is unreliable, while buying through crashes has historically offered the best access to recoveries and long-term wealth creation.

Insights

As AI stocks stumble and yields hit 4.7%, is the market's decade-long winning streak finally facing a dot-com style reckoning?
History says to stay invested during crashes, but could heavy AI capital spending create a lost decade for passive index investors?
If the AI bubble bursts, will traditional safe-haven stocks truly protect your portfolio, or drag the entire index down with them?