Treasury warns an AI bubble could echo the dotcom bust, risking chips, cloud, utilities and markets—yet firms may be stronger ...

Jeremy Grantham famously called the Dot-com bubble's top, and he's increasingly worried about an AI bubble.

Michael Burry shorted Micron stock. Here's what his numbers and Micron's own financials indicate.

Ed Yardeni, president of Yardeni Research, joins 'Squawk Box' to discuss why he is bullish on the S&P 500, his take on July's ...

David Bahnsen, Chief Investment Officer at The Bahnsen Group, appeared on CNBC’s Squawk Box this morning with a specific ...

Operators, auditors, and SEC filings now question AI lab economics. Inside the lab losses, Karp's warning, and Oracle's ...

Are we in an AI bubble? We think the answer depends on whether AI can turn today's scarcity into tomorrow's abundance.

There's no shortage of hot topics for investors to debate at the start of summer. I heard and saw a little bit of everything this week in the markets! First, AI stock concentration has reached the ...

A prominent venture capital investor argues that the bursting of the AI bubble is what will lead to a "Renaissance cycle" of ...

As tech firms make huge profits and investors fear losing out, both are doing their best to hold off the day of reckoning ...

There is no chance we are in an AI bubble, according to the heads of companies like Nvidia (NASDAQ: NVDA), Alphabet (NASDAQ: ...

The Automation Anxiety Report, a survey of 1,500 U.S. full-time employed adults fielded April 21-22, 2026, found that 63% have exaggerated or lied about their AI skills to appear more capable. That ...