Writing is thinking and thinking is understanding. Like understanding that the AI bubble has been around for a long time and that it's better to call it the data bubble.

Nvidia ( NVDA) shares fell nearly 4% on Thursday morning even after the AI chip leader delivered an upbeat forecast. The stock was up more than 1% in premarket trading, outperforming the rest of the ...

The AI industry is careening headlong towards a huge shakeout that’s going to separate the haves from the have-nots and concentrate power in the hands of just ...

Summary: Our AI Investor Podcasts have been counting down the 12 trends that AI investors should be watching in 2026.

Tech sector valuations and AI capex spending now rival dot-com bubble extremes. Click here for more information on Market ...

Tech giant Nvidia became the first company in corporate history to briefly surpass a $5 trillion valuation in October thanks to its role in the AI boom. Insatiable demand from global companies for its ...

Skip the noise. Get the download. In early 2025, investors thought Google's AI might be falling behind ChatGPT maker OpenAI. Demis Hassabis, CEO of DeepMind, told CNBC how the company has driven ...

SOCIAL MEDIA AND CAMERAS AROUND THE CITY. NOW, AS WE PREPARE TO CLOSE OUT 2025, WE ARE GETTING A CLOSER LOOK AT THE TOP TRENDS OF THE YEAR FROM SILLY TO SERIOUS. GOOGLE HAS RELEASED ITS YEAR IN SEARCH ...

This week in AI, the bubble keeps inflating despite fresh warnings, Google stages an AI comeback, and Chinese AI threatens Nvidia. Though fears around irrational AI spending used to be confined to ...

Pichai told the BBC this week that it’s possible we are in an AI bubble. He compared this moment to the introduction of the internet. “There was clearly a lot of excess investment, but none of us ...

In an interview with BBC News, Alphabet and Google CEO Sundar Pichai stated that while AI has experienced "extraordinary" growth, there is "irrationality" in that growth, and that "no company is going ...