The S&P 500 Shiller CAPE ratio is hovering near its highest levels since the dot-com bubble.

Analysts warn that too many companies are ‘chasing the shiny object’ when it comes to AI and forgetting the basics of success.

The bond market usually senses trouble before the equity market does, and ignoring the bond market signals is a sign of ...

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.

The question of whether we are in an AI bubble and, if so, when exactly it might burst has dominated conversation in the City in recent months. Who better to turn to for answers than some of the UK’s ...

Is the $600B AI Capex splurge repeating the 1999 fiber optic overbuild? Analyze the risks of an AI Bubble 2026, comparing the dot-com crash to today’s data center arms race.

When bubbles burst, what comes next can be better, if we build it differently ...

The current artificial intelligence (AI) boom has provided a major lift to the stock markets and economy this year. But it also carries at least one major risk: that the AI bubble will burst in much ...

The artificial intelligence boom seems unstoppable, but a growing number of investors and other observers worry it could be a bubble about to burst. After skyrocketing more than 50% from April lows, ...

With so much money flowing into healthcare AI and funding many unproven solutions that will ultimately fail, a correction will be good for medicine, a Health Affairs commentary argues. AI spending in ...