Hedge-fund manager Paul Tudor Jones said the AI bull market has another year or two to run [1].
This projection comes as artificial intelligence continues to drive global equity markets, forcing investors to decide if AI stocks can sustain the broader market's growth or if a correction is imminent.
Market momentum has already pushed several indices to historic levels. In the U.S., the S&P 500 and Nasdaq have both notched records following a rally sparked by AMD results [3]. The trend extends to Asia, where South Korea’s KOSPI broke the 7,000-point mark [5]. This surge in AI chip makers helped Samsung enter the $1 trillion market-cap club [5].
Corporate earnings continue to support these valuations. Nvidia reported $45 billion in revenue for Q1 2026 [4]. Despite this growth, some analysts have noted a chip shortage crisis that continues to influence the market [4].
Investment strategies are shifting to account for this volatility. Some analysts identified the Roundhill Generative AI and Technology ETF at a price of $62 as a long-term hold during recent tech sell-offs [6].
An Investment Committee and other investors are currently debating how to weight these AI-related assets within portfolios [1]. The consensus among bulls is that AI development remains in its early stages, which creates strong growth expectations for the coming months [2].
"The AI bull market has another year or two to run," Jones said [2].
“The AI bull market has another year or two to run.”
The continued ascent of AI stocks suggests that investors are pricing in long-term structural shifts in productivity rather than a short-term bubble. However, the reliance on a small group of chip makers and the presence of hardware shortages create a concentrated risk profile for global indices.
