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What is the AI bubble, and is it about to burst?
AI has attracted enormous money, sky-high expectations, and nonstop hype. The real question is not whether there is a ...
Since September 2024, the nation's central bank has lowered the federal funds target rate six times. Lower interest rates ...
I’ve been watching the AI infrastructure buildout pretty much every quarter for the past two years now, and I keep coming ...
Are we entering 2026 in an AI bubble? As trade tensions cooled and the policy fog lifted, investors’ attention as we exited 2025 gravitated to a single question: Are we in the midst of an AI bubble?
12don MSN
One AI bubble has already burst. The next one—a ‘rare’ kind—is still growing, economist warns
Capital Economics’ John Higgins noted the price-earnings ratio has already collapsed from its peak—but there’s another metric that hasn’t.
A familiar anxiety has returned to financial markets. Amazon is devoting $100 billion to data centers. Meta has committed more than $600 billion to building them over three years. Microsoft, Google, ...
In 2008, when the housing bubble burst and the global economy crashed, policymakers were caught flatfooted. Despite months of worry and concern about a housing bubble, signs of financial institutions ...
Forbes contributors publish independent expert analyses and insights. I’m a founder, writer and lecturer focusing on VC funds. This voice experience is generated by AI. Learn more. This voice ...
‘We don’t chase the shiny objects. We make sure our organizations are looking well out there and understand what it takes to be successful,’ says Jim Martindale, CEO of Snowflake partner BlueCloud. As ...
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