Economy News The Epic Stock Rally Will End Badly, The Ai Bubble Will Burst, And The Economy Will Sink, Warns Elite Investor Jeremy Grantham

Is there an AI bubble and has it started to burst?

Investors are worried that tech companies are overspending on artificial intelligence and there's a bubble that could burst. Read More

The AI Power Surge Could End Badly

The electric utilities that will sell to AI centers have started to make demands, such as long term (15 year) contracts, payments for incremental costs of serving AI centers and even deposits to be ... Read More

AI stock rally to overcome bubble concerns, Fidelity says

AI developers’ ambitious spending plans and rapid user adoption indicate the global rally in their stocks will persist despite bubble concerns, according to Fidelity International. Read More

Is the AI bubble about to burst? What to watch for as the markets wobble

The global investment frenzy around AI has seen companies valued at trillions of dollars and eye-watering projections of how it will boost economic productivity. Read More

US stocks rally as Nvidia earnings ease AI bubble worries

US stocks soared on Thursday after stronger-than-expected quarterly earnings from Nvidia Corp. eased fears that AI stocks may have become overvalued. Read More

Do Nvidia Earnings Put Fears of an AI Stock Market Bubble To Rest?

Nvidia on Wednesday reported strong results that some argued would support the AI trade through the rest of the year. Others argued the results were themselves evidence of an AI bubble. Read More

Will the Stock Market Crash from an AI Bubble Burst?

Over the past year, a few AI startups have together accumulated nearly $1 trillion in valuations despite remaining unprofitable. This comes as AI infrastructure continues to draw in massive ... Read More

The AI Bubble Won’t Just Take Down the Stock Market. It Will Hammer the U.S. Economy, Too.

Wall Street strategists often warn investors that the “stock market is not the economy.” But in 2025, the two feel increasingly intertwined as the surge in artificial intelligence demand has helped ... Read More

Is the AI boom fueling a new stock market bubble? | The Excerpt

On the Tuesday, October 28, 2025 episode of The Excerpt podcast: From Nvidia to Meta, tech giants have powered Wall Street to record highs. Yet even as stocks climb, trillions of dollars are being ... Read More

Nvidia Stock Hits $5 Trillion. Is the Artificial Intelligence (AI) Bubble About to Burst?

Nvidia sailed past other large stocks to hit $5 trillion in value last week. The 10 largest stocks on the market make up about 30% of the S&P 500. It's important to have a diversified portfolio to ... Read More