Richard Bernstein says investors are ignoring a whole bunch of high-earning companies for the sake of a few tech giants.

As major tech companies tee up earnings reports this weeks, shareholders are hoping their massive AI investments start ...

Cisco chief executive Chuck Robbins compares AI to the dotcom bubble of the early 2000s.

The Nasdaq Composite came within a hair’s breadth of hitting a new all-time high on Wednesday when several earnings reports ...

Is the AI bubble forming? Here's what Wall Street and CEOs are saying now.

Is 2026 the year that AI hype meets reality? In a new mini-series from Tech Tonic, the FT’s tech editor Murad Ahmed speaks with the paper’s reporters about what they'll be watching.

Another group also agrees that AI-bubble fears are overdone: a cadre of hedge funds and institutional investors that ...

The stock market flashed five warning signs before the dot-com bubble popped in the early 2000s, strategists at Goldman Sachs ...

Microsoft CEO Satya Nadella doesn't believe there's an AI bubble. But he warns the tech will have to spread evenly to avoid ...

Hyperscalers like Amazon Web Services have pledged billions more in AI-linked investment The debate about how important the AI boom is to the broader stock market rumbles on - though most analysts ...

Critics of the AI infrastructure spending boom say demand for the tech is inflated; advocates for the buildout, however, have ...

Record valuations and deals driven by AI excitement have led to some concerns that the AI boom is a bubble waiting to burst. Others have argued that the massive investments are necessary to meet data ...