Polymarket odds of AI bubble bursting by mid-2027 jump to 27% after Nasdaq 100's record $2.3T wipeout

Polymarket · x · 2026-11-07

After the Nasdaq 100 suffered a record one-day loss of roughly $2.3 trillion, Polymarket's market on an AI bubble burst by June 30, 2027 jumped to 27% (up 6 points in a day), with $3.3M total volume; odds of a burst by end of 2026 remain around 8%.

The market context cites key upcoming catalysts: potential regulatory actions, Anthropic's IPO timeline, and Q3 earnings that will test whether revenue growth can justify massive infrastructure capex. Prediction-market pricing of an AI bubble is shifting rapidly with the broader sell-off.

Related event: AI Bubble Odds Climb on Polymarket as Tech Stocks Plunge(4 posts)→

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