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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 ...

Large technology companies are spending furiously on artificial-intelligence infrastructure — despite the associated revenue not being there yet. That sort of backdrop has some on Wall Street ...

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, ...

Wall Street veterans remember the dot-com bubble like it was yesterday. The good times seemed like they would never end as markets experienced the longest period of economic expansion in U.S. history ...

For almost as long as the artificial intelligence boom has been in full swing, there have been warnings of a speculative bubble that could rival the dot-com craze of the late 1990s that ended in a ...