Tech companies are pouring billions into AI chips and data centers. Increasingly, they are relying on debt and risky tactics.

Is the AI boom an AI bubble? Wall Street and Silicon Valley increasingly think so. This week JPMorgan Chase CEO Jamie Dimon said "a lot of assets" appear to be "entering bubble territory." Earlier ...

Fears of an artificial-intelligence bubble are growing amid multibillion-dollar infrastructure deals between Nvidia Corp. and a small crop of top AI players. But the build-out is only starting, Cantor ...

Soaring valuations in the AI market are drawing parallels to the most euphoric days of the internet in the late 1990s. A surface level comparison of the AI revolution to the dot-com bubble leaves out ...

For all the talk of artificial-intelligence stocks being in a bubble, Bank of America’s derivatives strategists say there’s one missing element. In the last nine asset bubbles over the last 100 years ...

And today, at the Atlantic, Adam Clark Estes takes on Thiel, too. Thiel says there’s a higher-ed bubble. He says a college degree is over-valued. Estes points to “a well-timed study from Georgetown ...

Bank of America Chief Market Strategist Michael Hartnett has drawn a compelling parallel between the current surge in the U.S. “Magnificent Seven” stocks and historical market bubbles dating back to ...

According to McKinsey's forecast, global data center capacity is set to nearly triple by 2030 -- climbing from 82 gigawatts today to 219 gigawatts at the start of the next decade. Crucially, roughly ...