A growing chorus of voices is warning there could be an AI bubble, as companies with their fortunes closely tied to the technology see their valuations skyrocket. High-profile figures, from OpenAI CEO ...

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 ...

In a research note out this week, Seaport Research partners makes a call that the AI trade is indeed in the early days of a bubble driven by spending from six major companies, Amazon, Google, Meta, ...

That’s the view of Goldman Sachs Group Inc. strategist Peter Oppenheimer, who said the record-breaking rally in tech heavyweights has been accompanied by robust earnings growth. In past bubbles, the ...

Nvidia (NASDAQ:NVDA) chief Jensen Huang on Wednesday reportedly downplayed growing concerns about the Artificial Intelligence (AI) bubble, differentiating the current surge in investment and valuation ...

Richard Whittle receives funding from several standard sources including UKRI and Research England. No funders are likely to benefit from, or influence this work Stuart Mills does not work for, ...

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 ...

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 ...

No matter how much is said about the hundreds of billions of dollars hovering over the tech industry’s head like an anvil in the “AI bubble,” it just won’t pop. Not only is it refusing to budge, but ...

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 ...

Talk of a stock market bubble centred around AI has been ramping up, as valuations of companies operating in the sector have continued to push higher. Last week, the Bank of England (BoE) Financial ...