The rising values of artificial intelligence stocks and their outperformance compared to other S&P 500 stocks in 2026 has former hedge fund manager Whitney Tilson sending a bubble warning. Here’s why.
Whitney Tilson Smells a Bubble
Tilson draws a parallel between today’s AI trade and the technology stocks that drove the dot-com bubble to its March 2000 peak.
Here are the top 10 best-performing stocks in the S&P 500, which is tracked by the SPDR S&P 500 ETF Trust (NYSE:SPY) (as of 8/14/26), as shared by Charlie Bilello, with their industry and year-to-date gains listed below:
Sandisk Corp (NASDAQ:SNDK): technology hardware, +591.3%
