NVIDIA Corporation

Investors' expectations of artificial intelligence are at such a high level that the entire economy could suffer if they are disappointed, Charles Schwab Chief Investment Strategist Liz Ann Saunders <a href="https://www.businessinsider.com/liz-ann-sonders-schwab-ai-boom-dot-com-bubble-economy-2025-11">warned</a> in an interview with Business Insider. Nevertheless, she said, the AI frenzy is not in danger of becoming a second dot-com bubble - the current boom is radically different from the situation in the early 2000s.

"Expectations are too high": strategist Charles Schwab named the main risk of the AI boom

Taiwan Semiconductor Manufacturing Company Limited

Netflix, Inc.

JPMorgan Chase & Co.

Despite the flood of news about duties, investors on Wall Street have already gotten comfortable with the so-called TACO strategy - betting that U.S. President Donald Trump will threaten duties but eventually back down and the stock markets will rebound from the decline, <a href="https://www.barrons.com/articles/wells-fargo-citi-netflix-j-j-and-more-stocks-to-watch-this-week-cebf9895?mod=RTA#:~:text=Despite%20a%20flurry%20of%20tariff%2Drelated%20headlines%2C%20investor%20reaction%20was%20muted%2C%20unlike%20in%20April%2C%20as%20Wall%20Street%20has%20become%20comfortable%20with%20the%20TACO%20trade.">writes</a> Barron's.&nbsp;Ahead is the new reporting season, which will test the S&amp;P 500's rally of the past three months.