AI CAPEX and dot-com bubble fears: see why NVDA’s margins and S&P 500 P/E & P/S look safer with rates, and why 2026 crash bets may fail—read more macro analysis here.

With four weeks until Selection Sunday, here's where the bubble stands — and which teams have the most work to do.

People keep asking if AI is a bubble, and if it is, when it will finally burst. That question completely misses the point. AI isn’t a bubble; it’s a technological shift on the scale of the internet or ...

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 ...

Two months before Black Monday, the market crash that led to the Great Depression, a Massachusetts economist named Roger Babson, fretting over a wave of mom-and-pop investors borrowing money to buy ...

"When [the bubble] breaks, it's going to be really bad, and not just for people in AI," entrepreneur and AI expert Jerry Kaplan said at a Silicon Valley panel recorded by the BBC. "It's going to drag ...

Everyone in tech agrees we’re in a bubble. They just can’t agree on what it looks like — or what happens when it pops. MIT Technology Review Explains: Let our writers untangle the complex, messy world ...

As Sir Isaac Newton discovered, the core scientific law of gravity is that what goes up must come down. The principle applies in many areas, which is why markets are jittery about the near-unchecked, ...

The stock market has been 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 ...

Bridgewater founder Ray Dalio said investors don't need to give up holdings just because they see an artificial intelligence bubble forming. "Don't sell just because there's a bubble," Dalio said ...

This is read by an automated voice. Please report any issues or inconsistencies here. Some tech stock declines this month have investors fearing the AI boom could burst like the dot-com bubble two ...

Forbes contributors publish independent expert analyses and insights. Jason Alan Snyder is a technologist covering AI and innovation. The AI “bubble” narrative persists because people are diagnosing ...