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 stocks
5 articles filed under this tag.
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.
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.
Quantitative Trading
The AI Momentum Unwind: Quant's Worst Month
Goldman's high-beta momentum basket has just logged its worst month on record even as the S&P 500 sets fresh highs. Inside the summer 2026 quant unwind, its causes, and its echoes of August 2007.
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.