Market Outlook

AI BOOM: WHAT COMES NEXT?

Bubble About to Burst — or the Biggest Investment Opportunity of Our Time?

The AI trade has powered an extraordinary stock market rally. But could the tide be turning?

Massive AI investments continue to fuel earnings growth, drive technology valuations higher, and reshape the global economy. Yet cracks are beginning to emerge.

Asian chip stocks are facing renewed selling pressure. Government bond markets are under strain. Fiscal concerns are mounting, geopolitical tensions are escalating, and investors are beginning to question whether the enormous sums being poured into AI can ultimately deliver the returns that markets expect.

Are we witnessing a temporary correction — or the early warning signs of a much bigger market reversal?

As the US earnings season gets underway, the answers could have profound implications for global stock markets in the months and years ahead.

🔥 3 BIG QUESTIONS EVERY INVESTOR SHOULD BE ASKING

1. The AI Boom: Still Early Days or Approaching Peak?

• Can the hyperscalers justify their unprecedented AI capital expenditure?
• Will AI earnings growth continue to support today’s lofty valuations?
• As AI investments increasingly rely on debt financing, are the risks beginning to outweigh the rewards?
• Could the AI trade be entering a dangerous new phase — and what would trigger a major sell-off?

2. US vs China: Which Market Has the Upper Hand?

• Will US equities continue to outperform, or is the gap between US and Chinese markets set to narrow?
• Can China’s manufacturing dominance and record trade surpluses translate into a sustained stock market rally?
• With domestic consumption still weak and major stimulus yet to materialise, is China a compelling contrarian opportunity or a value trap?
• Where could the next wave of investment opportunities emerge?

3. What Could Move Global Markets Next?

• Rising government debt, bond market volatility and the outlook for interest rates.
• The impact of geopolitical tensions on global equities.
• What the latest earnings results could reveal about the sustainability of the bull market.
• The warning signs investors should watch for before the market turns.

🎯 GET AHEAD OF THE NEXT MARKET TURNING POINT

Markets rarely give investors a clear warning before sentiment shifts.

The key is knowing what to watch, what matters, and how to separate genuine opportunities from expensive traps.

Join Veteran Trader Robin Ho

In this exclusive in-person Market Outlook Seminar, Robin Ho will cut through the headlines, challenge prevailing market narratives, and share his perspective on the forces shaping the next phase of the global investment cycle.

Discover the critical trends, risks and opportunities that could define the markets ahead — and gain a clearer framework for navigating an increasingly uncertain investment landscape.

Will the AI boom power markets higher, or are investors underestimating the risks?

Don’t just follow the market. Understand what could move it next.

📍 Venue SGX Auditorium
📅 Date: 23 Oct 2026 (Friday)
🕒 Time: 630pm to 9 pm