Former Google CEO Eric Schmidt says artificial intelligence “is not a bubble,” pointing to Anthropic‘s explosive revenue ...
President Jon Gray dismissed concerns that artificial intelligence investment is heading toward a bubble, saying that demand ...
Anxiety over America’s build-out of data centers has reached Wall Street in recent days, kindling fears that the artificial ...
The earnings season volume gets pumped up next week, when three of the biggest spenders on AI infrastructure release their ...
Distillate Capital analyzes AI stock concentration, valuation risks, and rising interest rates. Read the full analysis for ...
I'm not ready to call an AI bubble, though there's clearly pressure on stocks like CoreWeave. Still, the evidence shows that ...
The confirming signal is credit, not price. Watch whether the bond and swap market stops pricing the leveraged AI names for ...
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Ken Griffin built one of the world's most powerful hedge funds by trusting data over hype, so when he calls AI a bubble, investors listen. But a closer look at where Citadel actually parks its ...
Cloud revenue is surging, yet cash after investment is shrinking.Amazon's results for the April-June 2026 quarter perfectly ...
In this guest article from Airrived co-founder and CEO Anurag Gurtu, he contends that Anthropic’s rapid revenue growth does ...
Ken Griffin, founder of Citadel, stated that investors have "almost certainly" inflated a bubble in the AI market, according ...