The AI bubble burst Phase Two is currently unfolding; it's the AI disruption scare trade. The Phase Three will be when the AI ...

Crypto analyst warns AI bubble could burst in 2026 as industry spending outpaces revenue by billions. Debt structure raises systemic risks.

As Sir Isaac Newton discovered, the core scientific law of gravity is that what goes up must come down. The principle applies in many areas, which is why markets are jittery about the near-unchecked, ...

“This time is different” are the four most perilous words in finance. They are typically uttered just before a market crash to rationalize outrageous valuations. However, when contrasting the AI surge ...

The AI boom has all the hallmarks of a classic bubble: soaring valuations, breathless promises and a widening gap between story and substance. Yet dismissing it as a passing mania misses the deeper ...

AI CAPEX and dot-com bubble fears: see why NVDA’s margins and S&P 500 P/E & P/S look safer with rates, and why 2026 crash bets may fail—read more macro analysis here.

Forbes contributors publish independent expert analyses and insights. Bill Conerly connect the dots between the economy ... and business! “What about the AI bubble?” is the most common question being ...