Software recently has come under pressure, but John Higgins at Capital Economics believes there’s more at play.

The question of whether we are in an AI bubble and, if so, when exactly it might burst has dominated conversation in the City in recent months. Who better to turn to for answers than some of the UK’s ...

Over 40% of American workers have tried AI, but only 13% use it daily, a gap that suggests current market valuations may be running ahead of real-world adoption. Today's AI leaders are highly ...

IT leaders need to protect AI investments from a potential bubble burst — without knowing when it will come or what it will look like. With rumors of an imminent AI meltdown/bubble burst growing more ...

The global investment frenzy around AI has seen companies valued at trillions of dollars and eye-watering projections of how it will boost economic productivity. But in recent weeks the mood has begun ...

According to today’s conventional wisdom, the bubble will only burst when the Federal Reserve starts to tighten monetary policy. Anyone doubting that we have an artificial intelligence-induced stock ...

Retail investors' fear of an "AI bubble" appears to have fallen off after spiking this summer. It could mean the stocks have further to balloon before they ultimately top out. The number of U.S. and ...

Welcome to our 2026 Term Sheet Crystal Ball! This week, I’ll be publishing all your 2026 predictions, from the precise to the wacky, from an open call to all Term Sheet readers that I put out in ...

Recent market sentiment is dominated by bearish headlines forecasting corrections and recessions. Despite some sharp sell-offs in recent months, markets have rapidly rebounded to previous levels. A ...