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BofA Survey: 56% of Investors Call AI Stocks a 'Boom' Phase

June 16, 2026 at 05:41 EDT

Finance
Sales & Business

In Bank of America's latest Global Fund Manager Survey (FMS), about 56% of fund managers described the current phase of AI-related stocks as a "boom," reflecting a prevailing view that the rally has further to run. The findings, reported on June 16, 2026, signal that the bubble caution that built up in the second half of the prior year has eased. (Bloomberg)

June 16, 2026 · BofA Global Fund Manager Survey

From "Bubble" to "Boom": Fund Managers Flip on AI Stocks

A majority now call the AI rally a "boom that keeps expanding" rather than euphoria — expecting FOMO to draw in fresh money and push the market higher still.

56%

call the AI cycle a "boom", not euphoria (Jun 2026)

53%

had seen AI stocks as a "bubble" (Nov 2025)

20yr

high in concern over AI overinvestment

Sentiment timeline

Caution peaked, then sentiment reversed

54%

Oct '25

"overvalued"

53%

Nov '25

"bubble"

45%

Feb '26

top tail risk

56%

Jun '26

"boom"

The bullish read

FOMO keeps drawing fresh money in. BofA holds that AI investment isn't a bubble yet — and remains early-stage over the long run.

The lingering doubt

Will massive capex on data centers, chips and power pay off? Comparisons to the dot-com bubble and the Nifty Fifty keep resurfacing.

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