OpenAI and Nvidia have gone on a blitz of AI infrastructure deals while hyperscalers continue to spend billions in capex.

“This time is different” are the four most perilous words in finance. They are typically uttered just before a market crash to rationalize outrageous valuations. However, when contrasting the AI surge ...

Fears of an impending AI ‘bubble’ have mightily skewed sentiment among the beloved AI stocks over recent weeks, causing them to face adverse price action. The bullish moves from these stocks is ...

The AI boom has all the hallmarks of a classic bubble: soaring valuations, breathless promises and a widening gap between story and substance. Yet dismissing it as a passing mania misses the deeper ...

Many investors believe AI stocks are in a bubble - how long then before it pops? The possibility of Fed easing and short-term technical rotation patterns raise the odds of a growth rebound. Is it all ...

Are we entering 2026 in an AI bubble? As trade tensions cooled and the policy fog lifted, investors’ attention as we exited 2025 gravitated to a single question: Are we in the midst of an AI bubble?

To join the CNBC Technology Executive Council, go to cnbccouncils.com/tec Bloom Energy has been around for over two decades and was a startup darling funded by ...

Nvidia stock fell on Thursday in spite of a strong earnings report. CEO Jensen Huang pushed back on the artificial intelligence (AI) bubble narrative, but it wasn't enough to power the stock higher.

There is likely a bubble of some sort in the artificial intelligence (AI) space. But this does not mean that all AI-related stocks are overvalued. One of the main causes of the dot-com bubble bursting ...