Paul Tudor Jones Warns Trump-Era Market Boom Could End in a 35% Crash. Here’s Why He’s Still Buying Stocks
Key takeaways
- Paul Tudor Jones Warns Trump-Era Market Boom Could End in a 35% Crash.
- The analyst who called NVIDIA in 2010 just named his top 10 AI stocks.
- Wall Street has embraced the return of pro-growth economic policies, lighter regulation, and an AI spending boom, helping push U.S. stocks to record territory again under President Donald Trump.
Paul Tudor Jones Warns Trump-Era Market Boom Could End in a 35% Crash. Here’s Why He’s Still Buying Stocks Rich Duprey Sun, May 10, 2026 at 5:10 AM GMT+7 5 min read NVDA MSFT AAPL Quick Read Nvidia (NVDA), Microsoft (MSFT), and Apple (AAPL) are the primary beneficiaries of AI infrastructure spending, as hyperscalers are investing at least $710 billion in capital expenditures on AI infrastructure this year. Paul Tudor Jones, the legendary investor who predicted the 1987 Black Monday crash, is buying AI stocks despite warning that U.S. stock valuations at 252% of GDP are near historic highs and could face a 30-35% correction once they reach 300-350% of GDP.
Jones believes artificial intelligence represents a transformational productivity boom similar to the PC and internet revolutions, providing enough economic fuel to sustain market gains for another two years before valuations eventually revert to historical norms.
The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE.