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 ...

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 ...

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 ...

This is Sato, the VR chatter.This time, I will be writing about "AI"and "semiconductors," which are current trends. Note that ...

Cloud revenue is surging, yet cash after investment is shrinking.Amazon's results for the April-June 2026 quarter perfectly ...

Ken Griffin, founder of Citadel, stated that investors have "almost certainly" inflated a bubble in the AI market, according ...

Server and Chip Companies Post Earnings Gains Meta, Super Micro, Lam Research Strong Results Help US Stocks Clear a Hurdle ...

Over the next 10 years, the cloud computing and artificial intelligence (AI) industries will likely continue growing. Amazon and Alphabet, two leaders in these markets, are both likely to capitalize.