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AI BOOM OR BUBBLE
Why Fed's bubble blind spot is cause for anxietyNew Federal Reserve Chair Kevin Warsh may follow Alan Greenspan's approach of not intervening in financial bubbles, a strategy that led to ...24 Jun, 2026, 11.52 AM IST- Talk of a bubble is an 'insult to AI' says SoftBank's SonMasayoshi Son, SoftBank's CEO, dismissed concerns about an AI bubble, calling it an "insult to AI" and emphasising its nascent stage with v...24 Jun, 2026, 11.46 AM IST
- Investors expecting 15-20% returns may be disappointed: Rajeev ThakkarInvestors should brace for lower nominal equity returns, as corporate profit growth moderates, according to PPFAS Mutual Fund's Rajeev Thak...23 Jun, 2026, 11.13 AM IST
- AI spending boom could trigger sharper downturn than dotcom crash: Professor Aswath DamodaranValuation expert Aswath Damodaran warns the AI boom's massive capital expenditure, largely debt-funded, could lead to a more painful downtu...20 Jun, 2026, 07.46 PM IST
- Data centers are stewing in their own pollutionA new study reveals a significant portion of planned data centers face high climate risks, potentially becoming uninsurable due to extreme ...20 Jun, 2026, 12.08 PM IST
- AI boom heading for a dot-com-style bust? ‘Dean of Valuation’ Aswath Damodaran warns correction could be more painful than 2008Global finance expert Aswath Damodaran warns AI's massive infrastructure spending, funded by debt, poses a greater risk than the dot-com cr...20 Jun, 2026, 10.19 AM IST
- AI Euphoria, Fed Signals and Oil Politics: David Roche warns markets may be ignoring bigger risksGlobal markets are optimistic about AI and easing inflation, but David Roche warns of deeper structural risks. He believes the AI investmen...19 Jun, 2026, 11.34 AM IST
- ETMarkets Smart Talk | AI is real, but AI valuations are not; we are in the FOMO stage of the bubble: Carnelian’s Manoj BahetyAI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of mis...19 Jun, 2026, 09.00 AM IST
- CEA Anantha Nageswaran says AI stock valuations definitely in a bubbleIndia's Chief Economic Advisor V Anantha Nageswaran warns that artificial intelligence stock valuations are a bubble. He believes the narra...14 Jun, 2026, 05.34 PM IST
- Signs of worry: Is SpaceX's $75 billion IPO ringing the bell of market top?SpaceX's upcoming IPO at a staggering valuation is sparking debate. Investors wonder if this massive listing signals the peak of the curren...12 Jun, 2026, 10.22 AM IST
- Will SpaceX factor last after IPO? Mega listing plan sparks valuation debate amid AI boomSpaceX's huge IPO is set to launch, attracting record investor bids. This event will test the market's appetite for AI companies. Investors...12 Jun, 2026, 09.58 AM IST
- AI gold rush upends San Francisco housing marketIn San Francisco, the longtime hub of the US tech sector, fortunes tied to artificial intelligence startups are inflating home prices and f...11 Jun, 2026, 11.44 AM IST
- 'The Donald of Dubai': UAE billionaire close to Trump bets $66 billion on AI to become the world's data kingUAE real estate magnate Hussain Sajwani is investing billions in data centers to capitalize on the AI boom, aiming for global leadership. H...11 Jun, 2026, 12.51 AM IST
- Why IPO valuations, SpaceX’s included, may not conclusively capture the current state of AI playThe AI IPO season is here with SpaceX, Anthropic, and OpenAI preparing for huge listings. These companies are seeking public funds to cover...09 Jun, 2026, 11.21 PM IST
- Ghayal hoon isiliye ghatak hoon! Why a global tech crash could be the right medicine for wounded Nifty bullsGlobal capital flows are shifting away from semiconductor-heavy markets like South Korea and Taiwan. This tech-led meltdown presents an opp...09 Jun, 2026, 08.48 AM IST
- Why is the US stock market rallying big today? Dow Jones, S&P 500 and Nasdaq surge on AI boom — Nvidia and Intel jump as Nasdaq significantly outperformed both the Dow and S&PUS Stock Market Rallies Monday as Tech Leads Rebound After Friday's Selloff: The Dow Jones Industrial Average climbed above 51,000. The S&P...08 Jun, 2026, 08.39 PM IST
- Ray Dalio sees AI bubble bursting as wealth is converted into moneyBillionaire investor Ray Dalio said the artificial intelligence market is displaying characteristics of a bubble, despite its transformativ...08 Jun, 2026, 07.22 PM IST
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