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 ...
Inflation is predicted to cool but uncertainty over AI-driven growth and trade policy poses risks in the year ahead The global economy proved to be more resilient in 2025 than had been feared, despite ...
For almost as long as the artificial intelligence boom has been in full swing, there have been warnings of a speculative bubble that could rival the dot-com craze of the late 1990s that ended in a ...
Nvidia CEO Jensen Huang touted “off the charts” demand for its advanced computer chips as the tech titan reported strong third-quarter results on Wednesday – a major relief for investors who have ...
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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 largest companies have seen their weighting in the S&P 500 rise more quickly than their share of total earnings One stock-market bull says recent developments are making her more concerned that an ...
Investors have grown more concerned over the run-up in tech stocks and valuations of private AI companies, stoking fears of a bubble. WSJ’s Hannah Erin Lang uses three charts to explain what’s behind ...
The first lesson I learned about investing at the age of 11 was to know which way the market was going. Is it going up or down? It sounds too simple, but it’s the last thing most people consider.
Since Nvidia agreed last month to invest $100 billion in its customer OpenAI, investors and analysts who follow artificial intelligence have awakened to that industry’s circularity.
Can the users of financial statements and annual reports rely upon the charts in them for accuracy? A sample of 50 public companies’ yearly reports collected by the author found that 86% had at least ...