Marko Papic, chief geopolitical strategist at BCA Research, can’t tell you when the artificial intelligence bubble will pop. But humans, he says, can’t help themselves; we always get too excited, and ...
Major cloud companies expected to spend $400 billion on AI this year AI investments face uncertain returns, MIT study shows low success rate Investors optimistic about future AI adoption despite ...
Michael Burry of "The Big Short" fame just posted on X for the first time since April 2023. The investor said that even if there's a bubble, sometimes the "only winning move is not to play." Burry ...
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 ...
Want more stock market and economic analysis from Phil Rosen directly in your inbox? Subscribe to Opening Bell Daily’s newsletter. Wall Street has been raising its earnings forecasts all year but ...
(Reuters) -As America's tech titans report earnings this week, one question looms large: is the artificial intelligence boom that has inflated valuations headed for the next big bubble? Microsoft, ...
With stocks trading near record highs, Big Tech’s soaring spending on artificial intelligence has rekindled a passionate debate among investors: Is the market in another bubble? Bulls argue that the ...
Google, Meta, and Microsoft all reported earnings and showed no sign of slowing their AI investments. Each spent more on AI infrastructure this quarter and warned of even higher costs in 2026. Their ...
AI may not simply be “a bubble,” or even an enormous bubble. It may be the ultimate bubble. What you might cook up in a lab if your aim was to engineer the Platonic ideal of a tech bubble. One bubble ...
As US mega-technology firms prepare to report quarterly earnings this week, the debate over whether artificial intelligence has fueled a new market bubble is intensifying. Microsoft, Alphabet, Amazon ...
Over the past few years, Google has made major changes to the Android OS to better accommodate tablets and other large-screen devices. These include new features like a taskbar, desktop windowing, ...
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