Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks.

It seems nothing can hold back the bulls on Wall Street — not trade wars or interest rates or nagging concerns over the cost of living. Fueled by trillions in spending on artificial intelligence, U.S.

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 ...

Mr. Bernstein was the chair of President Joe Biden’s Council of Economic Advisers from 2023 to 2025. Mr. Cummings served the council as an economist from 2021 to 2023. You may remember the recession ...

The companies at the center of the artificial intelligence boom are investing billions of dollars in each other — and analysts say that the increasing entanglement is adding to risk of an AI bubble.

Tech giants and investors are pouring trillions into AI chips, cloud, and power infrastructure. Economists see parallels with past booms like telecom and railways, fueled by fear of missing out. The ...

Large technology companies are spending furiously on artificial-intelligence infrastructure — despite the associated revenue not being there yet. That sort of backdrop has some on Wall Street ...

The current AI data-center build-out is distinct from the dot-com bubble in four key ways, Bank of America analysts say Nvidia is Bank of America's top chip stock pick amid AI-bubble worries. Large ...

Some 25 years ago I was shown round a “dotcom incubator”. It was a converted office building in London’s Clerkenwell. On each floor, there were huddles of young people, all dressed in black T-shirts, ...