Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks.

Forget about the froth in tech valuations. The real excess might be building up in energy stocks. For all the fears about stretched technology shares, many of those companies are hugely profitable ...

The hundreds of billions of dollars being spent on AI seem to have inflated a global financial bubble that’s now fit to burst, leaving companies and investors at risk of holding vast debt that cannot ...

A record share of global fund managers said artificial intelligence stocks are in a bubble following a torrid rally this year, according to a survey by Bank of America Corp. About 54% of participants ...

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 ...

Large technology companies are spending furiously on artificial-intelligence infrastructure — despite the associated revenue not being there yet. That sort of backdrop has some on Wall Street ...

Some of the world's biggest tech firms have soared in value over the last year. As AI evolves at pace, there are hopes that it will improve lives in ways that people could never have imagined a decade ...

The dot-com bubble wasn’t what you thought it was—and the artificial-intelligence bubble won’t be what you imagine it will be, either.

Richard Whittle receives funding from several standard sources including UKRI and Research England. No funders are likely to benefit from, or influence this work Stuart Mills does not work for, ...

No matter how much is said about the hundreds of billions of dollars hovering over the tech industry’s head like an anvil in the “AI bubble,” it just won’t pop. Not only is it refusing to budge, but ...

We are already in an artificial-intelligence bubble, but that doesn’t mean the AI trade is over, Seaport Global says.

A spate of recent deals among AI's biggest players has tightened the circle of companies and investments underpinning the technology’s explosive growth. Nvidia plans to invest in OpenAI, which is ...