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The failed Oracle-Blue Owl data center deal likely pricked the credit-driven AI infrastructure bubble, and thus the AI bubble, and consequently the S&P500 bubble. This is likely the Phase one of the ...
Which data points qualify as true recession indicators? The yield curve, a comparison of short- and long-term interest rates, was scary recently, but does not suggest super high recession fears at the ...
Growing skepticism about whether AI spending will deliver returns as companies pour trillions into development without clear monetization paths. Stock sell-offs in Nvidia and Oracle signal doubt about ...
Everyone in tech agrees we’re in a bubble. They just can’t agree on what it looks like — or what happens when it pops. MIT Technology Review Explains: Let our writers untangle the complex, messy world ...
Michael Burry, the investor known for his “Big Short” investment, has issued a warning about the unpredictability of an AI bubble burst. He has also criticized Nvidia‘s role in contributing to the ...
Three Harvard faculty said they think fears that an artificial intelligence bubble will burst — leading stock prices to collapse in the wake of soaring investments into AI companies — are overblown ...
Based on one estimate, empowering software and systems to make split-second decisions without human oversight is a $15.7 trillion global addressable opportunity by 2030. According to history, next-big ...
A little over three years ago, Artificial Intelligence technology took off in the public consciousness with OpenAI's public release of ChatGPT. Stock prices continued falling through September 2022 ...
The S&P 500 has seen its valuation climb amid investor optimism about the potential for AI. Not every company's stock in the market has benefited from the bull market. This valuation metric and ...
Ray Dalio spied the dotcom bubble early. “We’re approaching a blow-off phase of the US stockmarket,” said the founder of Bridgewater, one of the world’s biggest hedge funds. Peter Lynch, the ...
NEW YORK, Nov 21 (Reuters) - The biggest bout of volatility in U.S. stocks in months has revealed cracks in the artificial intelligence-related rally, raising questions about whether the market has ...