The tech billionaire Hemant Taneja admits that AI is a bubble. In fact, he welcomes it: “Bubbles are good,” Taneja, the CEO of General Catalyst, a venture-capital firm, told me in an email. If AI ...
Readers sent more than 300 questions on data centers. Here we answer how they are being financed and worries over an 'AI bubble' stalling projects.
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Is AI in a bubble? What Wall Street thinks now
Market headlines keep circling the same question: Are we in an AI bubble or boom? Investors are pouring unprecedented capital into a technology that remains early in its profit cycle. The stakes are ...
Pushing back against growing skepticism regarding the sustainability of artificial intelligence spending, Nvidia CEO Jensen Huang argued against the mountain backdrop of Davos, Switzerland, that high ...
Big Tech stocks are taking a hit and analysts say investor concerns over AI are to blame. - Michael Nagle/Bloomberg via Getty Images Are investors already getting weary of tech's golden goose, ...
On December 9, 2025, more than 500 Chicago Booth alumni, students, and community members gathered in Chicago to listen to a conversation on what lies ahead for the economy in 2026. Hal Weitzman, ...
The AI boom may be the most important market story of the decade—but not in the way everyone expects. Two of the market’s favorite sectors could both be in trouble at the same time. Here’s where I’m ...
Bubble fears are typically driven by a gap between valuation and fundamentals. Enterprise software stocks are now crashing because of fears that AI will disrupt the sector. AI start-ups OpenAI and ...
Here's a question with trillion-dollar consequences for the economy. Are we in an AI bubble or not? Planet Money's Jeff Guo runs us through some of the signs economists are looking for to get an ...
IBM’s stock stumbled on Monday to its largest single-day loss since the dot-com bubble burst, after Anthropic announced an AI tool it claimed would streamline updates for a decades-old business ...
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Jensen Huang says AI bubble fears are dwarfed by the largest infrastructure build-out in human history
Pushing back against growing skepticism regarding the sustainability of artificial intelligence spending, Nvidia CEO Jensen Huang argued against the mountain backdrop of Davos, Switzerland, that high ...
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