AI Bubble

Following a wave of earnings from Meta Platforms Inc. (NASDAQ:META), Amazon.com Inc. (NASDAQ:AMZN), Microsoft Corp. (NASDAQ:MSFT), and Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), the hyperscalers revealed that a historic infrastructure build-out is not a speculative bubble, but a calculated...

Despite growing fears of an AI bubble and global geopolitical unrest, Nvidia Corp.'s (NASDAQ:NVDA) tangible revenue and absolute market dominance make the tech giant a critical haven for investors despite the ongoing fears of a software stock rout, according to Constellation Research CEO R. Ray...

Investor Steve Eisman, famed for his role in predicting the 2008 financial crisis, which was portrayed in the 2015 movie “The Big Short,” has a bold prediction on the AI boom as we head into the new year. AI’s Two Big Risks In 2026 On the Real Eisman Playbook podcast on Saturday...

Investor Michael Burry has doubled down on his claims regarding GPU depreciation at leading hyperscalers and AI companies, citing recent remarks by Microsoft Corp. (NASDAQ:MSFT) CEO Satya Nadella, who highlighted the complex economics of large-scale data center investments. Burry Regrets Not Being...

Michael Burry, the famously bearish investor, announced a philanthropic move on Wednesday that added a layer of warmth to his contrarian image.  NVDA stock is moving. See the real-time price action here.  In a post on social media, Burry committed to donating 5% of all subscription...

Microsoft Corporation (NASDAQ:MSFT) is among the companies that are investing heavily in data centers for AI growth. The company's CEO has a warning for the increased energy needed for the AI sector and for fears of an AI bubble. MSFT shares are consolidating after recent moves. Follow the...

Economist Paul Krugman is drawing sharp parallels between the current state of the AI trade and the final years of the dot-com boom in the 1990s, while warning that investors might be misreading the Federal Reserve’s recent signals and actions. AI Boom Bears ‘Unmistakable Resemblance...

Investor and CEO of Ark Invest, Cathie Wood, has pushed back against claims of an unsustainable bubble in the AI and crypto markets, saying that the current liquidity strain is temporary and poised to reverse course soon. The Liquidity Squeeze Will Reverse On Monday, in a post on X, Wood said,...

On Wednesday, Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang pushed back on growing concerns that the world is heading toward an AI bubble, arguing that today's massive investments are rooted in a historic shift in how computing itself works. Huang Breaks Down Why AI Demand Isn't Hype Speaking at the U...

Investor Michael Burry pushed back against critics who challenged his take on chip depreciation at hyperscalers like Meta Platforms Inc. (NASDAQ:META) and Oracle Corp. (NYSE:ORCL), while doubling down with fresh claims that top AI firms are inflating earnings through accounting maneuvers. Accuses...

Investor Steve Eisman pushed back against Michael Burry's warning about how major technology companies are accounting for their AI infrastructure spending, saying that he does not believe the issue is as consequential as the famed hedge fund manager suggests. ‘His Concerns’ Don’t...

AI-focused ETFs are holding firm despite market chatter of an “AI bubble” gaining steam. Allaying fears among investors, BlackRock’s Global Fixed Income CIO Rick Rieder assured that he does not see signs of overheating in the public markets and that mega-cap tech leaders at the...

Wedbush Securities' Dan Ives, one of Wall Street's most outspoken tech bulls, says the artificial intelligence boom is still in its early stages — about 10:30 p.m. at the AI party — as trillions in global investment pour into what he calls the "fourth industrial revolution." Dan Ives: The AI Boom...

Alibaba Group Holding (NYSE:BABA) Chairman Joe Tsai has expressed apprehension about a potential bubble in the AI data center construction sector. What Happened: At the HSBC Global Investment Summit in Hong Kong, Tsai cautioned that the rapid expansion of data centers could surpass...

Billionaire investor Ray Dalio issued a warning on Monday about a potential bubble in U.S. artificial intelligence (AI) stocks, drawing parallels with the dotcom bust of the early 2000s. What Happened: Dalio, founder of Bridgewater Associates, has raised alarms over the soaring valuations of U.S....