Edward Yardeni Sees 80% Chance AI Stock Rally Lasts Into 2030s
Updated
Updated · The New York Times · Aug 28
Edward Yardeni Sees 80% Chance AI Stock Rally Lasts Into 2030s
1 articles · Updated · The New York Times · Aug 28
Summary
Edward Yardeni said the AI-fueled bull market has an 80% probability of continuing for years, with stocks roaring through at least the early 2030s.
AI enthusiasm and tech-driven productivity gains underpin that call, extending Yardeni’s long-running “Roaring 2020s” thesis into what he now suggests could become a longer boom.
More than three years of outsized gains have already lifted stocks sharply, even as some investors keep extra cash and high-quality bonds ready for a potential setback.
Yardeni, an independent strategist known for bullish calls and for spotting the 2009 and 2020 market bottoms, is now doubling down rather than warning of a near-term crash.