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AI bubble won't tell you who's naked till the tide goes out. Warren Buffett explained why 25 years agoWarren Buffett said you only find out who is swimming naked only when the tide goes out. The year he wrote this in his annual letter to sha...
The AI boom is wobbling, but the bubble hasn't burstGlobal stock markets are experiencing a cautious rebound following a tech sell-off, fueled by AI spending and hawkish US interest rate sign...
Global Market: China's 'future industries' investment boom sparks valuation bubble concernsChina is witnessing a massive surge in venture capital, pouring billions into futuristic sectors like space, quantum computing, and AI. Thi...
US new single-family home sales post second straight monthly declineUS new home sales unexpectedly fell in May for the second straight month, hitting a seasonally adjusted annualised rate of 580,000 units, t...
Elon Musk loses trillionaire status as SpaceX rally fadesElon Musk's net worth has dipped below the trillion-dollar mark following a significant slump in SpaceX and Tesla shares. Just weeks after ...
Soccer: World Cup turnout defies concerns, as Americans flock for the spectacleDespite high ticket prices and travel restrictions, the World Cup is witnessing record attendance in the US, driven by a love for grand spe...
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 ...
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...
Global Market Today: Asia stocks rebound from tech selloff, Kospi jumpsAsian markets saw a cautious rebound Wednesday after a significant tech-led global selloff, reigniting worries about the AI rally's sustain...
AI stocks are in a 'blowoff top' phase but the game isn't over yet: Jonathan SchiesslGlobal tech and AI stocks are undergoing a necessary correction, not a collapse, according to Westminster Asset Management's Jonathan Schie...
US bond yields back to 'normal'; AI needs a reality check, says Ed YardeniVeteran strategist Ed Yardeni views the recent rise in Treasury yields and the AI stock correction as healthy market adjustments, not crisi...
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...
His span was much wider than FedAlan Greenspan, the influential former Fed chair, guided US monetary policy for nearly two decades, overseeing an era of low inflation and ...
Markets on edge as US-Iran ceasefire deal leaves investors rattled by uncertainty: Seth R. FreemanDespite a US-Iran ceasefire framework, markets remain volatile due to unresolved issues like Iran's nuclear program and the Strait of Hormu...
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...
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...
Warren Buffett on why bubbles end badly – even when everyone knows they willWarren Buffett compared bubble investors to Cinderella at the ball: Everyone plans to leave just before midnight, but they are dancing in a...
AI market likely to split between premium frontier models and lower-cost alternatives: BernsteinThe global artificial intelligence (AI) market is likely to evolve into a two-tier structure, with premium frontier AI models serving highl...
As oil roundtrips, AI booms, and US consumers spend, economists' Fed outlooks hit the extremesEconomists are divided on the U.S. economic outlook, with some predicting rate cuts due to consumer weakness and falling real wages, while ...
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...