Tech expert Erik Gordon warns of a colossal AI bubble, comparing its size to Jupiter, and predicts a devastating burst for ...

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.

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

If 2024-2025 was the market “discovering” AI, 2026 is the market realizing that AI is now macro. That’s why the opportunity ...

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

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

David Bahnsen, chief investment officer at The Bahnsen Group, is raising concerns about a potential bubble in the technology sector (VGT), (IYW), (XLK) specifically focusing on massive AI-related ...

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

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 ...

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 ...

Forbes contributors publish independent expert analyses and insights. I explain the impact of new financial technologies on our markets. It’s the holiday season, but this year, I don’t have Christmas ...