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Source document· March 18, 2026

Leon Cooperman warns markets are 'too expensive' as war raises questions about investing rules and stagflation fears

View original at finance.yahoo.com
Leon Cooperman warns markets are 'too expensive' as war raises questions about investing rules and stagflation fears Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below…
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  • Nearly 50% of Americans are making one big Social Security mistake

    60% confidence

  • The stock market is not discounting the uncertainty of the environment in a proper manner

    60% confidence

  • Vanguard outlook for U.S. stocks is raising alarm bells for retirees

    60% confidence

  • Warning about concerning outlook for U.S. stocks that raises alarm bells for retirees

    60% confidence

  • Markets are too expensive given geopolitical tensions and lack of leadership and integrity in Washington

    60% confidence

  • Markets face growing risk of stagflation - combination of persistent inflation and slowing growth

    60% confidence

  • Nearly 50% of Americans are making one big Social Security mistake

    60% confidence

  • Markets are too expensive given geopolitical tensions and political instability

    60% confidence

  • Traditional 60/40 portfolio diversification and rebalancing strategies are not protecting portfolios due to shifted correlations

    60% confidence

  • Traditional rebalancing between equities, bonds, inflation-linked bonds and gold is not protecting portfolios due to shifted correlations

    60% confidence

  • The stock market is not discounting the uncertainty of the environment in a proper manner

    60% confidence

  • Geopolitical tensions and political instability are creating uncertainty that markets are not properly pricing

    60% confidence
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Frontier AI Slowdown Call Splits Industry, Rattles Capex-Sensitive Markets
Anthropic's Dario Amodei publicly called for a coordinated global slowdown in frontier AI development, a stance Microsoft echoed with a 'humanist' AI code of conduct, but Nvidia and Meta's CEOs rejected any coordinated pause days later, exposing a widening rift between safety-focused and growth-focused AI leaders. The dispute landed amid growing financial scrutiny of AI infrastructure spending — a hyperscaler capex analysis, FTC warnings against antitrust waivers for AI firms, and an 8.6% single-day stock drop in GE Vernova tied directly to the slowdown remarks — signaling investors are newly nervous about whether the AI capex boom (including Alphabet's projected $701B revenue narrative) can be justified if the pace of development itself becomes contested.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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Leon Cooperman warns markets are 'too expensive' as war raises questions about investing rules and stagflation fears — Source | Via News | es.VIA.NEWS