This week in AI, the bubble keeps inflating despite fresh warnings, Google stages an AI comeback, and Chinese AI threatens ...

During the dot-com boom, the cyclically adjusted price-earnings ratio of the S&P 500 reached some of the highest levels.

Yet in more recent months, the market has fallen back into the basement. Prices in China’s 70 biggest cities dropped in ...

Big Tech's record $108 billion debt for AI raises concerns about financial risk and market volatility in the tech industry.

China’s weak economy isn’t stopping foreign investors, who are flooding its stock market again — despite serious signs of ...

AI investment is masking broader economic weakness, creating a K-shaped economy and unique opportunities for diversified investors. Click to read my analysis.

Nvidia delivered record third-quarter sales and robust guidance, beating Wall Street estimates and reassuring investors worried about an AI bubble.

Since mid-2024, the government has cut borrowing costs on existing mortgages, relaxed buying curbs in big cities and lowered ...

Nvidia CEO Jensen Huang strongly refutes AI bubble claims. He highlights fundamental shifts in computing towards GPUs and the ...

The now common view,” according to the NYU Stern School of Business professor emeritus, “is incorrect over the medium term.” ...

Nvidia’s rapid rise has turned its CEO Jensen Huang into the chief evangelist for the AI revolution and he sought to use his ...

A flood of debt sales from Big Tech risks overwhelming buyers and could weaken the credit market on both sides of the ...