Many on Wall Street like to style themselves as contrarians, but few are swimming against the current as hard as Jay Goldberg, the lone bear on high-flying Nvidia Corp. Sitting in the cluttered home ...

AI has likely created some individual "bubble" stocks. The industry's growth rate could continue to push AI stocks higher. Now, the staggering gains in some of these stocks have led investors to ...

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The most ideal way to soften the AI bubble’s looming explosion would be to boost AI’s realized value. How? A new reliability layer that tames large language models. But there’s still hope: AI could ...

Are we in an AI bubble? Parallels are being drawn to the dot.com boom/bust of 1999-2000. In the dot.com bust, many high-tech companies valuations soared up 10X, then deflated. The peak P/E ratio for ...

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A version of this story will appear in CNN Business’ Nightcap newsletter. To get it in your inbox, sign up for free here. At this point, even the concept of an “AI bubble” seems to be a bubble. (In ...

While many investors are earning huge returns on stocks connected to artificial intelligence technologies, a growing chorus warns that this boom has strong echoes of the dot-com bubble of the 1990s.

Simply sign up to the Technology sector myFT Digest -- delivered directly to your inbox. Stock market bears are on the prowl again growling about the dangers of a tech bubble. Ursine analysts at the ...

Tackling the biggest debate for investors right now, Société Générale strategists are telling clients that a weaker dollar and strong fundamentals will help keep the artificial-intelligence trend a ...