The largest companies have seen their weighting in the S&P 500 rise more quickly than their share of total earnings ...

Amazon founder Jeff Bezos has recently voiced concerns about the current state of artificial intelligence (AI) investments, ...

At the International Monetary Fund’s annual meeting last week, the chief economist warned that the AI investment boom has ...

Big Tech firms are taking on more off-balance-sheet debt — loans which do not appear in standard financial statements — to finance their AI ambitions, says venture capitalist and MIT research fellow ...

Wall Street is growing louder with warnings that the artificial intelligence trade may be overheating. After months of record gains in AI-linked stocks and corporate spending, concerns are mounting ...

Forget about the froth in tech valuations. The real excess might be building up in energy stocks. For all the fears about stretched technology shares, many of those companies are hugely profitable ...

The hundreds of billions of dollars being spent on AI seem to have inflated a global financial bubble that’s now fit to burst, leaving companies and investors at risk of holding vast debt that cannot ...

A record share of global fund managers said artificial intelligence stocks are in a bubble following a torrid rally this year, according to a survey by Bank of America Corp. About 54% of participants ...

Mr. Bernstein was the chair of President Joe Biden’s Council of Economic Advisers from 2023 to 2025. Mr. Cummings served the council as an economist from 2021 to 2023. You may remember the recession ...

Artificial intelligence has been the biggest force driving the stock market to new highs — but some investors are questioning if the rally is heading into bubble territory. The “Magnificent Seven” ...

Richard Whittle receives funding from several standard sources including UKRI and Research England. No funders are likely to benefit from, or influence this work Stuart Mills does not work for, ...