Macro investor Luke Gromen says one asset class will continue outperforming tech stocks regardless of how the AI boom ultimately…
Browsing: AI bubble
Nvidia CEO Jensen Huang says tens of trillions of dollars will be required to fully realize the AI infrastructure buildout.…
Michael Burry, the investor who nailed the 2008 housing market collapse, issues a dire warning, saying that even the richest…
Khosla Ventures founder Vinod Khosla says the pervasive narrative that AI is in a bubble is great for the media…
A contrarian investor who accurately called the Japanese stock market peak, the dot-com bubble and the 2008 housing market collapse…
Goldman Sachs’ chief global equity strategist says the bull market is likely to keep running in 2026, even as high…
Jan van Eck says artificial intelligence remains a long-term megatrend, but notes that the speculative phase, known as the AI…
James E. Thorne says Wall Street is analyzing AI spending with the wrong framework, mistaking forced strategic investment for a…
Steve Eisman says the debate over whether artificial intelligence is a speculative bubble misses what he views as the most…
Cathie Wood says growing skepticism toward artificial intelligence mirrors the psychology of past market bubbles, but notes that today’s AI…