Markets
AI Bubble Warnings: What Dalio, Burry and JPMorgan Actually Said
Dalio, Burry and JPMorgan are quoted as a single AI bubble warning. They are not. Here is what each one actually said, with the filings, dates and figures.
AI bubble
7 articles filed under this tag.
Markets
Are We in an AI Bubble? A 20-Minute Monday Checklist for Investors
Are we in an AI bubble? Four checks you can run on your own portfolio in 20 minutes, using free public data, before the Fed decides on rates this week.
Markets
Korea's KOSPI Crash: A Live Rehearsal for the AI Bubble Burst
Korea's KOSPI fell 41% from its June record, then jumped 17.9% in a single day, while chip exports rose 209%. Here is what the episode shows about how an AI bubble burst actually behaves.
Markets
Dot-Com 2000 vs AI 2026: The Chart Every Investor Is Arguing About
Dot-com 2000 vs AI 2026, compared on the numbers: Shiller CAPE 41.93 against 44.19, forward P/E 20.0 against 24.4, and the capex chart nobody argues about.
Markets
When Will the AI Bubble Burst? 5 Signals That Move Before the Market
Nobody can date the AI bubble's end. But five measurable signals move before share prices do. What central banks, filings and adoption data actually show in September 2026.
AI in Finance
Nvidia Earnings: Wall Street's $700bn AI Capex Reckoning
Nvidia reports on 26 August into a seven-day share slide. Why its results have become a referendum on $700bn of AI capex and the market's concentration risk.
Markets
The $725 Billion Question: Big Tech's AI Spending Just Pushed Stocks to Records — But the Mood Is Shifting
Q2 2026 earnings pushed combined Big Four AI capital spending toward $725 billion, driving the S&P 500, Dow and Nasdaq to record highs. But on August 5 the market wobbled as investors started scrutinising the sheer scale of the spend.