The IMF and Bank of England have warned that global stock markets could face turbulence if investor enthusiasm for AI falters.

IMF Chief Kristalina Georgieva highlighted signs of market vulnerability, citing soaring gold prices, high U.S. tariffs, and elevated stock valuations amid AI-driven euphoria.

She cautioned that easy financial conditions may mask weakening trends, which could shift abruptly.

The Bank of England similarly noted stretched valuations in AI-focused tech firms and warned that disappointing AI adoption or increased competition could trigger a sharp market correction, CNBC has reported.

Their warnings join those from leaders like Sam Altman, Jamie Dimon, and Jerome Powell about the risks of an AI-driven market surge.