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

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

Explosive AI demand, sold-out HBM capacity, and compressed forward multiples make this rally look more like an earnings inflection.

For the last year or so, the market has largely ignored Salesforce, treating it like a boring legacy company that has seen its best days. The stock is down significantly this year while the broader ...