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.
ai capex
5 articles filed under this tag.
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
AI Trade Storms Back as Hyperscaler Revenue Accelerates
A record S&P 500 close and the strongest week since April show the AI trade has recovered its footing as AWS and Azure growth reaccelerates — even as capex and macro risks build.
Technology
Palantir's 93% Surge Just Lit the Fuse on the AI-vs-Bubble Debate
Palantir's blowout Q2 2026 earnings helped push the S&P 500 to a record close above 7,700. Here's what actually happened, why it matters for markets, and why some of the sharpest investors think the AI trade is starting to rhyme with 1999.