Day: October 27, 2026

The AI boom helped power jobs, wealth and a third quarter the Atlanta Fed tracks at 3.5% growth. Keith McCullough’s model has that sliding to 2%, then 1%, over the next six to nine months.

He also argues this market is running on far more leverage than in 1999, the last time a tech bubble burst.

If AI was the gas pedal for growth, a crash would hit jobs and paychecks right along with portfolios.

@KeithMcCullough
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  Mario Nawfal (@MarioNawfal)🇺🇸 Some of the hottest AI stocks are already down around 75%… while the Nasdaq sits just 6% off its record.

Keith McCullough says that gap is exactly how bubbles break, with the most speculative names cracking first and the rest of the market catching up later:

“The AI bubble components have definitely not only started to pop, but drop and crash.”

The Nasdaq set its record on Oct 6 and has slid about 6% since, so the real test is whether the giants follow the small fry down.

@KeithMcCullough
Video
  —  https://x.com/MarioNawfal/status/2114955251128173048

Polls have opened across Israel, with ~7.3 MILLION eligible voters deciding on the 26th Knesset.

The latest surveys suggest a razor-thin contest between Netanyahu’s right-wing bloc and an opposition alliance led by former military chief Gadi Eisenkot.

Neither camp is expected to win the 61 seats required to govern outright, raising the prospect of another coalition stalemate.

We’ll keep you posted as this story develops…

Source: Times of Israel, The Independent / Writer: Marie

Keith McCullough says that gap is exactly how bubbles break, with the most speculative names cracking first and the rest of the market catching up later:

“The AI bubble components have definitely not only started to pop, but drop and crash.”

The Nasdaq set its record on Oct 6 and has slid about 6% since, so the real test is whether the giants follow the small fry down.

@KeithMcCullough
Video
  Mario Nawfal (@MarioNawfal)Keith McCullough: The AI bubble is already bursting, and the worst may still be ahead.

I spoke with Hedgeye founder Keith McCullough as markets took another beating, and even he was caught off guard.

He had invested in Brazil ahead of the election. Lula won, Brazilian stocks plunged, and Keith took a painful loss.

But his bigger concern is America.

He believes the AI bubble is already collapsing beneath the surface, with some of the most speculative stocks down roughly 75% from their peaks.

Meanwhile, oil remains above $100, inflation is accelerating, and another war with Iran could leave the Federal Reserve unable to rescue markets.

Keith thinks U.S economic growth could fall from nearly 4% to just 1% within nine months.

Ordinary families are already struggling with prices, job insecurity and the cost of war. Now the wealth created by the AI boom could start disappearing, too.

And Keith fears that if Washington responds by bailing out wealthy investors again, the public backlash could be enormous.

@KeithMcCullough
Video
  —  https://x.com/MarioNawfal/status/2114828162773209421