As September comes to a close, major indexes face the potential to erase monthly gains. Markets open higher Monday, with no strong catalyst for a significant drop. Top companies in tech and AI dominate, with some warning of a possible bubble. Volatility persists, with potential for a 10% decline ahead.

The S&P 500, Dow, and Nasdaq saw slight declines last week, but remain near all-time highs. The top 10 companies hold nearly 38% of the S&P 500’s market value. Analysts predict further gains, while concerns about AI spending grow. Market trends suggest a potential correction by March 2026.

Corporate earnings reports are set to start rolling in, with Carnival, Jefferies, and Nike on the radar this week. Cruise lines and banks have seen varied performance this year. As markets brace for potential turbulence, focus shifts to revenue generation in the AI sector and the impact of tariffs and global issues.

Read more at Yahoo Finance: Soaring stocks could tip markets over