Gartner has placed AI squarely in the " Trough of Disillusionment " for 2026. BCG tells a similar story: fewer than 5% of organizations have achieved AI value at scale. The pattern is clear.

The U.S. stock market is historically expensive — but investors rushing to blame a bubble in artificial intelligence may be overlooking the expansion in sector valuations beyond technology. DataTrek ...

The S&P 500's tech sector has seen the smallest increase of any group in its price-to-earnings ratio relative to its 10-year average, DataTrek found The U.S. stock market's tech sector rallied Monday, ...

In a scathing post on X, Burry characterized the current AI investment frenzy as a “mania” that is mathematically destined to fail. Burry, famous for betting against the housing market before the 2008 ...

Want more stock market and economic analysis from Phil Rosen directly in your inbox? Subscribe to Opening Bell Daily’s newsletter. If this were a market bubble about to pop, it would be acting very ...

An icon of a desk calendar. An icon of a circle with a diagonal line across. An icon of a block arrow pointing to the right. An icon of a paper envelope. An icon of the Facebook "f" mark. An icon of ...

Dean Baker has earned a reputation for predicting economic catastrophe, and he tries to follow his own advice. After the economist warned of a stock bubble in the late 1990s, he rebalanced his ...

GREED HAS long been a catalyst for capitalist innovation. In the California gold rush prospectors developed water cannons to blast hills away in search of the ore. In the American mortgage boom of the ...

Record valuations and deals driven by AI excitement have led to some concerns that the AI boom is a bubble waiting to burst. Others have argued that the massive investments are necessary to meet data ...

Is it karma? Coincidence? Either way, the ghost of the dot-com bubble is back 25 years later.