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 ...

Fears of an AI bubble are now seen as the biggest risk to financial markets – but investors are still piling in to stocks for fear of missing out – according to a closely-watched new survey. The ...

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 ...

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 ...

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 ...