Treasury warns an AI bubble could echo the dotcom bust, risking chips, cloud, utilities and markets—yet firms may be stronger ...

The IMF says the real threat is $159 billion in corporate bonds issued by tech giants in just 5 months to fund an AI buildout ...

Michael Burry shorted Micron stock. Here's what his numbers and Micron's own financials indicate.

The AI infrastructure race has entered a new phase. Until now, Nvidia‘s (NASDAQ:NVDA | NVDA Price Prediction) growth has ...

David Bahnsen, Chief Investment Officer at The Bahnsen Group, appeared on CNBC’s Squawk Box this morning with a specific ...

Two of China’s best-known hedge fund managers are warning that the artificial intelligence boom in global stock markets has ...

Tom Essaye says that cheap AI stock valuations could signal that investors are growing fearful that the data center boom will come to a halt.

Operators, auditors, and SEC filings now question AI lab economics. Inside the lab losses, Karp's warning, and Oracle's ...

The AI boom is being sold as the next industrial revolution — but behind the scenes, massive financial loops are quietly ...

Yann LeCun's comments renew a long-running spat with Musk and cast doubt over valuations of some of the world's biggest AI companies.

Michael Burry warned of an AI bubble on June 30. Days later, memory and storage stocks, and Tesla are sliding on fresh ...