Big Tech’s huge investment in artificial intelligence is making investors nervous. But the technology continues to advance, buoying the bulls. By Brian O’Keefe Jensen Huang, C.E.O. of Nvidia, has seen ...
AI finance deals surged to $125 billion in 2025 Nvidia and OpenAI face scrutiny over valuation and spending Bill Gates and Demis Hassabis warn of correction; Friar sees momentum ...
Everyone in tech agrees we’re in a bubble. They just can’t agree on what it looks like — or what happens when it pops. MIT Technology Review Explains: Let our writers untangle the complex, messy world ...
Two of Wall Street’s biggest firms say the AI boom is far from a speculative mania. Instead, BlackRock and Bank of America say this cycle is being driven by real corporate investment, earnings, and ...
Chipmaker Nvidia posted yet another blockbuster earnings report this month. The stock fell anyway, as many investors worry that the market is in the middle of an about-to-burst AI bubble. But for AI’s ...
Perhaps nobody embodies artificial intelligence mania quite like Jensen Huang, the chief executive of chip behemoth Nvidia, which has seen its value spike 300% in the last two years. A frothy time for ...
It’s unlikely, according to a report by the Swiss bank UBS, but some markets are more vulnerable than others. By Julia Echikson Despite fears of valuation bubbles emerging on Wall Street and in the ...
Forbes contributors publish independent expert analyses and insights. Jason Alan Snyder is a technologist covering AI and innovation. The AI “bubble” narrative persists because people are diagnosing ...
Sergi Basco does not work for, consult, own shares in or receive funding from any company or organization that would benefit from this article, and has disclosed no relevant affiliations beyond their ...
We have endured the dot-com bubble and the housing bubble. And now, according to some experts, we may be in an AI bubble. As of mid-October, Wall Street is “growing louder with warnings that the ...
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 ...
Is artificial intelligence a bubble that is about to burst? If so, what would be the consequences for the U.S. and global economy? These issues have come to the fore as the U.S. stock market has ...