Semafor @semafor.com · 1d

Bets against the stock market are at all-time highs, as investors doubt the S&P 500’s months-long rally can survive a potential AI bubble and the Iran war’s threat of renewed inflation. The total amount currently bet against shares of the S&P 500 companies recently hit $1.4 trillion.

4 likes 1 replies

?

Replies

Semafor · 1d

Bets against AI companies, in particular, are creeping up — nearly one-third of SpaceX’s shares and a quarter of CoreWeave’s are sold short — but the bearishness is bleeding into companies exposed to consumer spending. Read more: www.semafor.com/article/07/2...