Even for the very best investors, in other words, identifying a bubble is a good deal easier than judging when it will burst.

Just two little letters are having a seismic impact on the stock market: AI. And let’s be honest—there are more than a few investors who wish they had gained exposure to the likes of Nvidia earlier, ...

Artificial intelligence has been the biggest force driving the stock market to new highs — but some investors are questioning if the rally is heading into bubble territory. The “Magnificent Seven” ...

Tech companies are pouring billions into AI chips and data centers. Increasingly, they are relying on debt and risky tactics.

Are we in a market bubble? During our latest Market on Close livestream, co-host “Twitter Tom” summed it up perfectly: “The market looks like it’s in a mania phase. Logic and fundamentals have taken a ...

Is the AI boom an AI bubble? Wall Street and Silicon Valley increasingly think so. This week JPMorgan Chase CEO Jamie Dimon said "a lot of assets" appear to be "entering bubble territory." Earlier ...

Mr. Bernstein was the chair of President Joe Biden’s Council of Economic Advisers from 2023 to 2025. Mr. Cummings served the council as an economist from 2021 to 2023. You may remember the recession ...

This is read by an automated voice. Please report any issues or inconsistencies here. The Bank of England and IMF warn tech stock prices pumped by AI optimism could burst, with valuations comparable ...

Allison Schrager is a Bloomberg Opinion columnist covering economics. A senior fellow at the Manhattan Institute, she is author of “An Economist Walks Into a Brothel: And Other Unexpected Places to ...