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 ...

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 ...

The failed Oracle-Blue Owl data center deal likely pricked the credit-driven AI infrastructure bubble, and thus the AI bubble, and consequently the S&P500 bubble. This is likely the Phase one of the ...

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 ...