Market Is Euphoric Again — and Everyone Knows It
Wall Street’s winning streak continues, but so do the signs of overheating. With valuations near historic peaks, AI hype...
AI bubble
Alibaba Chair Tsai warns of AI data center bubble
Alibaba Group Chairman Joseph Tsai has raised red flags about a potential bubble forming in AI infrastructure, warning that...
ETF Inflows at Record Highs – A Bullish Signal or a Bubble?
The stock market is witnessing an unprecedented flood of capital into exchange-traded funds (ETFs), signaling strong investor confidence—or possibly,...
For stocks, is AI the Emperor’s new clothes?: McGeever
The shine may finally be coming off AI. As Big Tech stocks slump, small caps are gaining momentum. The...
AI is effectively ‘useless’—and it’s created a ‘fake it till you make it’ bubble
James Ferguson, a founding partner of the UK-based macroeconomic research firm MacroStrategy Partnership, cautions that the current AI craze...