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 ...

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 US economy is pumped up on tech-bro vanity. The inevitable correction must prompt a global conversation about intelligent machines, regulation and risk If AI did not change your life in 2025, next ...

A frenzy of debt and interconnected deals has stoked fears there is an AI bubble The question of whether we are in an AI bubble and, if so, when exactly it might burst has dominated conversation in ...

OpenAI CEO Sam Altman's comments helped spark concerns about an AI bubble. Mark Cuban says he doesn't see similarities to the dot-com bubble. There's disagreement, even among business leaders and tech ...

Oracle (ORCL) stock’s boom and bust in 2025 has become emblematic of the tech trade’s central conflict: Investors can’t decide whether AI is a generational opportunity or a looming risk. Oracle ...

While Silicon Valley debates whether artificial intelligence has become an overinflated bubble, Salesforce's enterprise AI platform quietly added 6,000 new customers in a single quarter — a 48% ...

SINGAPORE - Singapore investors have heard it before – warnings that a bubble is about to burst. The hypothetical artificial intelligence (AI) bubble, tied to a rise in stock prices of AI-related ...

The market seems to be content, for now at least, to keep betting big on AI. While the value of some companies integral to the AI boom like Nvidia, Oracle and Coreweave have seen their value fall ...

Lessons from Ukraine’s drone-saturated battlefield are pushing the US Army into rapid, unconventional upgrades including testing an M134 minigun on the Abrams for close-in drone defense. Here’s the ...

HONG KONG/NEW YORK, Dec 23 (Reuters) - Global investors are increasing their wagers on Chinese artificial intelligence companies, betting on the next DeepSeek and seeking to diversify, with concerns ...