While market participants may not agree on whether the tech trade looks poised to go awry, it's a double-edged sword that today's stock market has become heavily concentrated in tech stocks. They are ...

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Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks.

The hundreds of billions of dollars being spent on AI seem to have inflated a global financial bubble that’s now fit to burst, leaving companies and investors at risk of holding vast debt that cannot ...

A record share of global fund managers said artificial intelligence stocks are in a bubble following a torrid rally this year, according to a survey by Bank of America Corp. About 54% of participants ...

Mr. Bernstein was the chair of President Joe Biden’s Council of Economic Advisers from 2023 to 2025. Mr. Cummings served the council as an economist from 2021 to 2023. You may remember the recession ...

The companies at the center of the artificial intelligence boom are investing billions of dollars in each other — and analysts say that the increasing entanglement is adding to risk of an AI bubble.

Tech giants and investors are pouring trillions into AI chips, cloud, and power infrastructure. Economists see parallels with past booms like telecom and railways, fueled by fear of missing out. The ...

Those are the words of financial reporter and author Andrew Ross Sorkin, who offered a warning to investors during an interview aired Sunday on CBS’s “60 Minutes.” Sorkin has a new book out, “1929,” ...