If you remember the film “The Big Short” (or, more likely, get served 60-second clips of it regularly on YouTube Shorts), then you’ll probably remember the term “credit default swap.” It’s the tool ...

Simply sign up to the Artificial intelligence myFT Digest -- delivered directly to your inbox. On September 30, for the Deutsche Bank Research Institute, Adrian Cox and team wrote: One AI bubble has ...

LONDON, Nov 18 - Alphabet (GOOGL.O), opens new tab Chief Executive Sundar Pichai said no company would be unscathed if the artificial intelligence boom collapses, as soaring valuations and heavy ...

Worries over an AI bubble are mounting. A growing list of experts, from the Bank of England to investor Michael Burry of ‘The Big Short’ fame, have indicated belief in an overvaluation of AI stocks to ...

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 ...

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He posted a chart showing how stocks peaked before capital spending did in past investment booms. Burry shared a meme from "The Lord of the Rings," suggesting investors are dangerously complacent.

Artificial intelligence reached a tipping point in 2025, as tech titans poured billions into the technology to stay relevant — and if you think that sounds alarmingly similar to the run-up to previous ...

Lori Calvasina, head of U.S. equity strategy at RBC Capital Markets, has repeatedly rebutted claims that the U.S. equity market has entered an AI-driven bubble. But in a report recently shared with ...

The largest companies have seen their weighting in the S&P 500 rise more quickly than their share of total earnings One stock-market bull says recent developments are making her more concerned that an ...