“We are in a bubble of epic proportions,” warns Siddhartha Bhaiya, Managing Director & Chief Investment Officer of Aequitas Investment Consultancy, during a candid conversation about the markets with ...

The US economy is pumped up on tech-bro vanity. The inevitable correction must prompt a global conversation about intelligent machines, regulation and risk If AI did not change your life in 2025, next ...

The market seems to be content, for now at least, to keep betting big on AI. While the value of some companies integral to the AI boom like Nvidia, Oracle and Coreweave have seen their value fall ...

As we limp, downcast, into the end of another year, it's hard to avoid the conclusion that 2025 has been a momentous one, perhaps even a historic turning-point year. Not just for the terrible way it ...

This year, we have spent a lot of time discussing this market and whether we're dealing with a bubble or not. As most of my readers may know, I have been in the camp of investors that do not believe ...

Is there an AI bubble? Many commentators have strong views on this question, but not Oaktree’s Howard Marks. The question of bubbles is familiar territory to the veteran value investing billionaire, ...

Three Harvard faculty said they think fears that an artificial intelligence bubble will burst — leading stock prices to collapse in the wake of soaring investments into AI companies — are overblown ...

Investors are on guard for signals that demand for artificial intelligence is tailing off or that the massive spending is not paying off as anticipated. Investments in AI, which have outstripped ...

The billionaire sees no shortage of irrational exuberance from investors chasing artificial intelligence riches, but he also has a more existential fear building. One of the world’s greatest bubble ...

The valuations of some artificial intelligence companies are approaching those of the dot-com boom. But investors worry that pulling money from today’s market risks future gains. Note: Data is plotted ...

The S&P 500 has seen its valuation climb amid investor optimism about the potential for AI. Not every company's stock in the market has benefited from the bull market. This valuation metric and ...