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 ...
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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 ...
Big Tech’s huge investment in artificial intelligence is making investors nervous. But the technology continues to advance, buoying the bulls. By Brian O’Keefe Jensen Huang, C.E.O. of Nvidia, has seen ...
While Silicon Valley debates whether artificial intelligence has become an overinflated bubble, Salesforce's enterprise AI platform quietly added 6,000 new customers in a single quarter — a 48% ...
HONG KONG/NEW YORK, Dec 23 (Reuters) - Global investors are increasing their wagers on Chinese artificial intelligence companies, betting on the next DeepSeek and seeking to diversify, with concerns ...
Editor’s Note: This review was originally published during the 2025 Cannes Film Festival. Cineverse releases “A Useful Ghost” in U.S. theaters Friday, January 16, 2026. Rich, complex films that can be ...
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The history that suggests an AI bubble
Concerns among some investors are mounting that the AI sector, which has singlehandedly prevented the economy from sliding into recession, has become an unsustainable bubble. Nvidia, the main supplier ...
The market seems to be content, for now at least, to keep betting big on AI. While the value of some companies integral to the AI boom like Nvidia, Oracle and Coreweave have seen their value fall ...
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