The failed Oracle-Blue Owl data center deal likely pricked the credit-driven AI infrastructure bubble, and thus the AI bubble ...

Two of Wall Street’s biggest firms say the AI boom is far from a speculative mania. Instead, BlackRock and Bank of America say this cycle is being driven by real corporate investment, earnings, and ...

Jason Furman is as normal as economists get: He’s a Harvard professor. He was chairman of the White House Council of Economic ...

Michael Burry, the investor known for his “Big Short” investment, has issued a warning about the unpredictability of an AI bubble burst. He has also criticized Nvidia‘s role in contributing to the ...

Kevin Liu, chief offshore China and overseas strategist at CICC, says there is still a way to go before AI demand, investments, and valuations reach the levels seen at the peak of the dotcom-era ...

The history of AI shows how setting evaluation standards fueled progress. But today's LLMs are asked to do tasks without ...

Wall Street’s major indexes closed lower on Friday, and investors left technology for other sectors as Broadcom and Oracle fueled concerns about an AI bubble and rising U.S. Treasury yields added ...

Pinterest published a technical case study detailing how its engineering team cut Android end-to-end (E2E) continuous integration (CI) build times by more than 36 percent by adopting a runtime-aware ...

Simply sign up to the US equities myFT Digest -- delivered directly to your inbox. UK pension funds are cutting back their exposure to US equities amid concerns over the market’s growing concentration ...