Bank of America highlighted "transition strategies" that offer exposure to AI, but are more insulated from big swings in the ...
In the early trade, money flows are positive in Amazon.com, Inc. (NASDAQ: AMZN), Alphabet Inc Class C (NASDAQ: GOOG), Meta ...
One reader asks for help after her uncoupling plans go awry, and another seeks advice on how to deal with his wife’s screen ...
Growing skepticism about whether AI spending will deliver returns as companies pour trillions into development without clear monetization paths. Stock sell-offs in Nvidia and Oracle signal doubt about ...
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 ...
The situation today is not quite the same as the dot-com bubble, but the market is about 80% of the way there, says Bridgewater founder Dalio "A lot can go up before the bubble bursts," said Ray Dalio ...
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 ...
The AI boom has triggered a historic spending spree. By 2028, investment in chips, servers and data centers could reach nearly $3 trillion, according to Morgan Stanley. On this episode of Bold Names, ...
Is the AI boom an AI bubble? Wall Street and Silicon Valley increasingly think so. This week JPMorgan Chase CEO Jamie Dimon said "a lot of assets" appear to be "entering bubble territory." Earlier ...
The stock market is running high. Too high, some analysts say. A number of Wall Street observers warn the stock market may have entered “bubble” territory. It’s an analogy to the overhyped markets of ...
Today’s AI surge is built on real profits and infrastructure, not speculation. Semiconductor demand spans GPUs, memory, and design tools, driving sustained growth. SMH and SMHX offer investors ...
Mr. Bernstein was the chair of President Joe Biden’s Council of Economic Advisers from 2023 to 2025. Mr. Cummings served the council as an economist from 2021 to 2023. You may remember the recession ...