Talk Your Book: Is the Nasdaq 100 in Another Bubble?

Author

Michael Batnick
May 18, 2026

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Today's Talk Your Book is sponsored by by Nasdaq:

To learn more about Nasdaq click here: https://www.nasdaq.com/solutions/global-indexes/nasdaq-100

On today’s show, we discuss:

  • Why the eight largest companies in the world by market cap all ended up listing on NASDAQ

  • How NASDAQ updated its index methodology, moving from annual to quarterly reconstitution and introducing a fast entry rules

  • Why the old index rules struggled to keep pace with today's mega-cap IPO landscape and what the new framework means for future IPOs

  • How updated float requirements now allow newly public companies to scale into index inclusion gradually rather than waiting for a fixed threshold

  • How today's NASDAQ 100 differs from 1999 across valuations, profit margins, and earnings growth

Animal Spirits:

Animal Spirits Podcast

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Disclaimer from Nasdaq: 

Nasdaq® is a registered trademark of Nasdaq, Inc. The information contained above is provided for informational and educational purposes only, and nothing contained herein should be construed as investment advice, either on behalf of a particular security or an overall investment strategy. Neither Nasdaq, Inc. nor any of its affiliates makes any recommendation to buy or sell any security or any representation about the financial condition of any company. Statements regarding Nasdaq-listed companies or Nasdaq proprietary indexes are not guarantees of future performance. Actual results may differ materially from those expressed or implied. Past performance is not indicative of future results. Investors should undertake their own due diligence and carefully evaluate companies before investing. ADVICE FROM A SECURITIES PROFESSIONAL IS STRONGLY ADVISED.