Capital Economics’ John Higgins noted the price-earnings ratio has already collapsed from its peak—but there’s another metric ...

AI has attracted enormous money, sky-high expectations, and nonstop hype. The real question is not whether there is a ...

Financial markets have quietly turned against AI, with the Magnificent Seven stocks all down by double-digits from their ...

Since September 2024, the nation's central bank has lowered the federal funds target rate six times. Lower interest rates ...

Many AI stocks struggled in December, causing some investors to speculate about whether the AI bubble was bursting. Concerns over data center financing, project timelines, and OpenAI's ability to pay ...

The global investment frenzy around AI has seen companies valued at trillions of dollars and eye-watering projections of how it will boost economic productivity. But in recent weeks the mood has begun ...

Recent market sentiment is dominated by bearish headlines forecasting corrections and recessions. Despite some sharp sell-offs in recent months, markets have rapidly rebounded to previous levels. A ...

Capital Economics is warning that the powerful shift underway in U.S. equities could signal that a long‑running stock market bubble will burst in 2027, ushering in years of upheaval in leadership ...

Part of any daily dialogue these days seems to include the argument over whether we are in an AI bubble. The sentiment changes almost hourly while the camp of of not if but when is picking up momentum ...