Massive capital expenditures on artificial intelligence raise questions about profitability and sustainability, echoing dot-com bubble concerns. A stark contrast emerged in tech earnings this ...

Among the 64 sell-side analysts that cover Nvidia, 59 have a "buy" or equivalent rating on Nvidia stock. After analyzing the various catalysts above, it's easy to see why so many on Wall Street see ...

Wall Street's AI boom is built on self-reinforcing hype, shadow credit, and trillion-dollar bets - and if history is any guide, the crash could be sudden, sharp and global ...

Unlike dot-com companies, quantum companies have working technology and paying customers today. Quantum computing stocks have ...

AI’s engine rooms are spreading to rural counties. The question isn’t whether to build them, but how to make them serve communities and regions.

While some celebrate rapid technological advancement, others see it as a warning of potential mass displacement.

These developments, along with earnings calls and interviews with executives, make clear that AI has cemented itself as the single biggest catalyst for global corporate investment and the engine of ...

Most investors obsess over Nvidia and the Magnificent Seven these days. Vihari Ross held less than half of them and thrashed ...

Major tech firms Alphabet, Meta, Microsoft, and Amazon are boosting AI investments, projecting capital expenditures to exceed ...

This creates a rare market asymmetry: The public sees "bubble" and flees everything AI-related, while sophisticated capital is making precise bets on deflation survivors. Here are three investment ...

Investing.com -- U.S. equities saw a mixed but generally positive week of trading, with the tech-heavy Nasdaq gaining, outpacing the Dow Jones Industrial Average and S&P 500, which look set to close ...

This year, despite inescapable return of bubble banter among financial chattering class, S&P 500 added 2.3% to its YTD price ...