Microsoft CEO Satya Nadella doesn't believe there's an AI bubble. But he warns the tech will have to spread evenly to avoid ...

Abilene lured one of the world’s largest artificial intelligence hubs to the city by meeting Stargate’s big demands. Will ...

Oracle faces continued downside risk as AI deal optimism fades and market sentiment shifts. Click here to read an analysis of ...

Oracle and CoreWeave are among the riskiest bets in the AI sector.

Another group also agrees that AI-bubble fears are overdone: a cadre of hedge funds and institutional investors that ...

Do they own any NVIDIA? Sometimes, they might replace NVIDIA in that question with Apple or Amazon or Tesla, but the point is ...

Oracle recognized the AI land grab accelerating in real time: a market rocketing from $80–100 billion today to $350–650 ...

Circular investments, slowing revenues, energy constraints, and consumer fatigue are piling up. Here's why the AI boom may ...

The market has sung a different tune in the new year, with many AI stocks surging out of the gate. While some investors still believe that AI is in a bubble that is bound to burst, rising stock prices ...

Massive AI spending by tech giants raises questions about overinvestment, but history suggests infrastructure booms don’t necessarily end in disaster. Unlike dot-com era companies, today’s AI leaders ...

Michael Burry, who predicted the 2008 housing crash, now has $10 million in bets against Nvidia and Palantir. Nvidia needs to fall 37% to $110 and Palantir to $50 from around $200 for his bets to pay ...