Friday’s rebound spared it. But it flinched. And in doing so, it revealed how fragile the current market cycle has become.

The S&P 500 fell almost 2% this past week as fears of an AI bubble led to sharp intraday market swings.

U.S. stocks were sharply higher on Friday as traders boosted bets on an interest rate cut by the Federal Reserve next month following remarks from policymakers and as shares of Nvidia rose following a report that the U.

Jay Goldberg, the only sell-side analyst with a bearish rating on Nvidia's stock, saw "a few blemishes" despite Nvidia's "good quarter and solid guidance." "For starters, the company sounded fairly cautious about gross margins next year,

Analysts say Nvidia's blockbuster earnings show the AI boom is still accelerating and that fears of an AI bubble are overstated.

Although the Oracle of Omaha's actions will live on beyond his retirement, Berkshire Hathaway will continue to serve as an anchor of optimism for long-term-minded investors.

The S&P 500 is tracking toward its worst November since 2008 amid mounting concerns over an AI-fueled "bubble". Not even Nvidia and its CEO, Jensen Huang, could allay those fears