Mark Cuban joked on the 'All-In' podcast that many AI data centers could become pickleball courts if technological breakthroughs make AI cheaper and more power-efficient, rendering current computing c…
Energy companies raised $12.6 billion via IPOs in the first half of this year, the highest half-year level since the dotcom bubble in 1999, as investors seek exposure to the AI boom's power demands. R…
Star tech investor Gavin Baker, managing partner of Atreides Management, said Michael Burry's bearish Substack commentary on the AI boom is a 'godsend' because it provides credible warnings that help …
SpaceX joined the Nasdaq 100 as Raymond James analyst Brian Gesuale set an $800 price target, valuing the company at $10.5 trillion based on AI-driven revenue projections. In contrast, famed investor …
Veteran investor Jeremy Grantham warned retail savers to avoid US stocks, saying the artificial intelligence boom has created the largest stock market bubble in American history that could end in a 70…
Veteran investor Jeremy Grantham warns that the US stock market is the most expensive in history, driven by an AI boom that could lead to a historic decline. He cites a 235% market-cap-to-GDP ratio an…
Jeremy Grantham warns that Big Tech's monopoly era is ending as AI spending reaches $725 billion, creating a brutal competitive landscape that could compress margins and reshape markets. The GMO co-fo…