AI CAPEX and dot-com bubble fears: see why NVDA’s margins and S&P 500 P/E & P/S look safer with rates, and why 2026 crash bets may fail—read more macro analysis here.

The next time you're tempted to buy the latest hot asset that's seemingly making everybody rich, consider this quote from Warren Buffett.

Inflation is predicted to cool but uncertainty over AI-driven growth and trade policy poses risks in the year ahead The global economy proved to be more resilient in 2025 than had been feared, despite ...

Learn the right technique to blow strong, smooth bubble rings and make your underwater shots look amazing. 🌊 Major changes to US pensions being considered by Congress Dr. Gottlieb: FDA is ...

The fear was made worse by ominous warnings that the world’s largest company — tech giant Nvidia — was about to exposed as the king of an overinflated AI bubble that could burst and send stock markets ...

Australian markets have reacted to the Nvidia surge following several weeks of speculation and fear over what will happen to the world’s biggest company. The fear was made worse by ominous warnings ...

SAN FRANCISCO-Nvidia, the world’s most valuable company, forecast quarterly revenue well above Wall Street estimates on Nov 19 and chief executive Jensen Huang touted blockbuster demand for its ...

Lori Calvasina, head of U.S. equity strategy at RBC Capital Markets, has repeatedly rebutted claims that the U.S. equity market has entered an AI-driven bubble. But in a report recently shared with ...

The largest companies have seen their weighting in the S&P 500 rise more quickly than their share of total earnings One stock-market bull says recent developments are making her more concerned that an ...

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. If you’re a fund manager, a bubble is a) something that has delivered sky-high returns, and; b) a thing you don ...

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