Oracle’s 43% stock surge in a single day should make investors uneasy. This isn’t a meme stock or speculative startup, it’s one of America’s largest tech firms, suddenly trading at bubble-era ...

Last Thursday, OpenAI CEO Sam Altman told reporters at a private dinner that investors are overexcited about AI models. “Someone” will lose a “phenomenal amount of money,” he said, according to The ...

Former Intel CEO Pat Gelsinger is the latest voice to say the AI bull run is a bubble — but he said it won't burst for "several years." "Are we in an AI bubble? Of course. Of course we are," Gelsinger ...

Until recently, tech bosses who invested their company’s money too freely could expect to be punished by investors. Not so in the age of AI. Last year, $1trn was spent on AI hardware and software.

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