Market expert Steve Hanke predicts AI bubble will burst if Big Tech fails to meet its “spectacular” revenue forecasts.

Meta's former chief AI scientist, Yann LeCun, has said that LLMs aren't all that. Steve Hanke said he's "on LeCun's side of ...

The US equity market stands at the most extreme valuations in history, on the measures we find best correlated with actual ...

How much of a challenge for the stock market would such IPO "excitement" cause? GMO calculates that, historically, a 1% increase in the stock market's total market capitalization because of IPOs ...

Jeremy Grantham warns about an AI bubble, bemoans his pandemic bet, and advises young people to gain practical skills in his new memoir.

Jeremy Grantham and Edward Chancellor, Owen Lamont, Aswath Damodaran, Peter Oppenheimer...in the latest edition of my Markets A.M. newsletter, I look at some of the luminaries who have weighed in ...

Bubble fears are typically driven by a gap between valuation and fundamentals. Enterprise software stocks are now crashing because of fears that AI will disrupt the sector. AI start-ups OpenAI and ...

Several teams are on the bubble for the NCAA men's basketball tournament as the regular season nears its end. UCLA and Indiana have improved their tournament chances with recent significant victories.

Todd Grantham earned his beer. Last weekend, the first-year UAB defensive coordinator posted a celebratory beverage in the midst of a recruiting frenzy that saw the Blazers extend their transfer ...

The veteran investor compared the AI boom to the internet and railroad manias of the past. The "probabilities that AI will not bust are slim to none," Grantham said. Jeremy Grantham says AI is one of ...