Lori Calvasina, head of U.S. equity strategy at RBC Capital Markets, has repeatedly rebutted claims that the U.S. equity market has entered an AI-driven bubble. But in a report recently shared with ...
The C-97 Stratofreighter was a heavy military cargo made out of former bomber designs such as the Boeing B-50 and B-29 Superfortresses. The iconic, state-of-the-art B29 was the only aircraft that used ...
Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks.
Forget about the froth in tech valuations. The real excess might be building up in energy stocks. For all the fears about stretched technology shares, many of those companies are hugely profitable ...
The hundreds of billions of dollars being spent on AI seem to have inflated a global financial bubble that’s now fit to burst, leaving companies and investors at risk of holding vast debt that cannot ...
A record share of global fund managers said artificial intelligence stocks are in a bubble following a torrid rally this year, according to a survey by Bank of America Corp. About 54% of participants ...
Tackling the biggest debate for investors right now, Société Générale strategists are telling clients that a weaker dollar and strong fundamentals will help keep the artificial-intelligence trend a ...
Enthusiasm about artificial intelligence has propelled markets to record highs this year. But the fierce ascent has also raised concerns about a bubble. AI has been the dominant theme in markets since ...
Cantor Fitzgerald's C.J. Muse and CNBC's Kristina Partsinevelos, joins 'The Exchange' to discuss Muse's thoughts on Nvidia, why Intel isn't getting love from its recent headlines and much more.
A Melbourne couple’s one-of-a-kind ‘bubble’ glamping property has been almost permanently booked out since launch, despite a $975/night price tag. This is the inside story of their bold idea. But ...
During a boom, warnings of bubbles and crashes are swept under a rug woven with proclamations such as “we’ve entered a multi-year bull market” and “there’s so much money on the sidelines waiting to ...
For good reason, it feels that the only major discussion in markets is whether AI is in a bubble or whether it’s actually the early innings of a revolutionary phrase. So here’s another one, decidedly ...