A research firm is arguing not just that AI is in a bubble, but that it is 17 times the size of the dot-com bubble.

Let's start with the boldest claim first - it's not just that AI is in a bubble, but one 17 times size the dot-com bubble, and even four times bigger than the 2008 global real estate one.

Let's start with the boldest claim first - it's not just that AI is in a bubble, but one 17 times size the dot-com bubble, and even four times bigger than the 2008 global real estate one.

The valuation bubble of the S&P 500 is near record levels, and the bulls expect the P/E to continue to expand, possibly to the Shiller P/E of 50. Read what investors need to know.

AI optimism is driving the S&P 500 price-to-book ratio to records, surpassing dot-com levels. High valuations reflect expectations for AI-driven earnings. While the ratio's level is head-turning, it ...

Here’s an update to the 10 Charts to Watch in 2025 as we head into the final quarter of the year (and what a year it’s been so far!) ...

There are certain instances across history when the central feature of investor behavior is an “increasingly urgent impulse to buy the dip.” ...

Stephen Miran, the new US Federal Reserve governor currently on leave from Donald Trump’s White House, argued that his decision to back a half-point cut at last week’s rate-setting meeting was ...

A trader works on the floor of the New York Stock Exchange during morning trading on August 13, 2025 in New York.ANGELA WEISS/AFP via Getty Images AI optimism is driving the S&P 500 price-to-book ...

Valuation is in bubble territory, demanding perfection in terms of results Government contracts provide stability but won’t drive the stock alone Customer stickiness helps, but execution on scaling ...

Only three weeks into the season, Notre Dame and Clemson have dropped out of the playoff picture with two losses each. According to the Allstate Playoff Predictor, Notre Dame (0-2) now has a 6% chance ...

The College Football Playoff selection committee members will tell you they don't rank conferences -- they rank teams -- but the Big Ten and SEC are leading the way in nonconference wins that will ...