This creates a rare market asymmetry: The public sees "bubble" and flees everything AI-related, while sophisticated capital is making precise bets on deflation survivors. Here are three investment ...
Opinion

When the AI bubble pops

E very tech company now seems to have their own AI: Google Gemini. OpenAI’s ChatGPT. MetaAI. Spending for AI is reaching record highs, powering a big boom for the stock market. Even the White House ...
The AI bubble has been deflating for many companies, aside from most of the hyperscalers doing the big spending as the infrastructure build-out continues to support generative-artificial-intelligence ...
It's really a different thing,' Jerome Powell told reporters this week. However, the Federal Reserve is closely watching the ...
True, market observers have reason to be concerned that the torrid pace of AI investment for data centers and top talent may ...
Powered by its sovereign wealth fund of nearly $1 trillion, Saudi Arabia is backing its new AI firm Humain, entering a highly ...
Despite widespread bubble fears, historical data show market doubling is more likely than a 50% crash after a major rally.
Microsoft's AI-focused fall feature drop introduces a new avatar, an enhanced solution for group projects, health-related ...
Do you get misty-eyed recalling favorite childhood vacations? Remember watching the scenery roll by from the back seat with ...
In the real world, we call it FOMO. The fear of missing out on big gains that others have reaped. And because most people ...
The AI faithful believe the technology will disrupt virtually every aspect of modern life, from phone operating systems to pharmaceuticals to finance. And even if there is a bubble, proponents say, ...