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Burry, Jones Warn AI Rally Mirrors Dot-Com Bubble

5/9/2026

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Story summary
  • Michael Burry warned on May 8, 2026 that the AI rally mirrors the 2000 dot-com bubble.
  • He said stocks rise despite jobs and consumer data, climbing only because they have been rising.
  • The S&P 500 and Nasdaq set fresh records on Friday, while the Philadelphia Semiconductor Index is up 65% in 2026.
  • Paul Tudor Jones warned the AI rally could last 1-2 years but may end in a sharp decline.