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

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

Nvidia Reignited the Stock Market’s AI Rally. Why the Fed Could Extinguish It.

Fed leans toward December pause, sports streaming competition heats up, Target’s incoming CEO faces challenges, and more news to start your day. 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

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

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

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

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

The AI bubble could pop the US and global economies

Is artificial intelligence a bubble that is about to burst? If so, what would be the consequences for the U.S. and global economy? These issues have come to the fore as the U.S. stock market has ... 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

AI Is the Bubble to Burst Them All

AI may not simply be “a bubble,” or even an enormous bubble. It may be the ultimate bubble. What you might cook up in a lab if your aim was to engineer the Platonic ideal of a tech bubble. One bubble ... Read More