GREENWOOD: The first thing you're looking for is overvaluation.
The AI frenzy that's driving markets and corporate spending may be heading for a hard landing in 2026. In an interview with Norges Bank Investment Management CEO Nicolai Tangen, renowned economist ...
AI has likely created some individual "bubble" stocks. The industry's growth rate could continue to push AI stocks higher. In this context, investors must first understand stock market bubbles. They ...
The stock market has been on a tear for more than two years, with the S&P 500 increasing roughly 25 percent in both 2023 and ...
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 ...
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 ...
Forbes contributors publish independent expert analyses and insights. Gil Press writes about technology, entrepreneurs and innovation. CoreWeave, the first AI startup to go public, disappointed ...
A little over a decade ago Seth Klarman, a hedge-fund titan, worried that an asset-price bubble was emerging. He identified Tesla as one of the firms best exemplifying exuberance in the market. At the ...