What’s News in Markets: Bubble Fears, AI Slop, Toilet Stocks

市场新闻速递:泡沫忧虑,人工智能泥潭,卫生股走俏

WSJ Your Money Briefing

2026-05-09

5 分钟
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How is the AI trade different from the dot-com bubble? And why wasn’t Wall Street impressed by Palantir’s blowout quarter? Plus, what does a glass company and a luxury toilet maker have to do with AI? Host Imani Moise discusses the biggest stock moves of the week and the news that drove them. Sign up for the WSJ's free Markets A.M. newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
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  • Hey listeners, it's Saturday, May 9th.

  • I'm Imani Moise for The Wall Street Journal.

  • And this is What's News in Markets, our look at the biggest stock moves of the week and the news that drove them.

  • Let's dive in. Investors spent this week chasing the next phase of the AI boom.

  • But analysts can't decide whether the AI trade looks more like the future or 1999.

  • The S&P 500 and Nasdaq both climbed to fresh records.

  • Tech stocks surged, software companies staged a comeback,

  • and investors poured into everything from cybersecurity firms to Japanese toilet makers.

  • The Nasdaq led the way, rising 4.5% over the week, while the S&P 500 grew 2.3%.

  • The Dow was up 0.2%.

  • Stalks stole the show this week, surging 7%, making it the best-performing corner of the S&P 500 by a mile.

  • The rally extended far beyond just the magnificent seven,