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

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

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

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.

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

"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.

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.

Bank of America analysts compiled a group of 16 stocks for investors looking to find value outside of the AI trade, amid growing worries about a bubble.

Pockets of opportunity do remain outside AI, as Bank of America pointed out in a client note on Tuesday.

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