The swift expansion of expensive AI infrastructure and the high capital demands for generative AI, in comparison to earlier cloud technologies, have left

Wells Fargo analyst Ohsung Kwon put out his 2026 outlook, and predicts that the S&P 500 will end the year at 7800

The Japanese bank and hyperscaler have seen serious selling. Some say their association with OpenAI is to blame.

Famed investor Michael Burry's bets against AI-focused companies such as Nvidia ( NVDA 1.06%) have attracted significant attention, not least because the reasons he gives to support his views challenge the investment thesis for many major technology companies, notably those in the most exciting growth area of the economy right now.

Lately, there's talk of an AI bubble, a runup in the prices of tech stocks fueled by enthusiasm over artificial intelligence. Those fears partly explain why stocks have faltered in the second half of November, despite a string of strong earnings reports.

"Don't just sell because of the bubble," the legendary hedge fund manager said. Stocks soared on Thursday amid renewed confidence in the AI trade.

Here's why billionaire hedge fund founder Ray Dalio urges investors not to sell their tech and AI stocks despite a bubble in the US stock market.

Stocks closed markedly lower on Tuesday as fears of a bubble in artificial intelligence technology hammered markets for a fourth consecutive trading day.

AI developers’ ambitious spending plans and rapid user adoption indicate the global rally in their stocks will persist despite bubble concerns, according to Fidelity International.

Nvidia CEO Jensen Huang claimed that the US stock market did not appreciate the company's third-quarter results amid the AI bubble fears. Here's how the CEO thinks it has become a no-win trap for the AI chipmaker.

Nvidia’s blowout earnings call—which came in way above expectations—simply wasn’t good enough to persuade traders that AI may be overcooked.