The European Central Bank (ECB) warned that AI-driven tech stock valuations, particularly those of the 'Magnificent 7' U.S. tech firms, resemble a historical bubble period and pose potential correctio…
Apollo Global Management's chief economist Torsten Sløk warned that the gap between massive AI capital expenditures and slow productivity gains outside the tech sector could trigger a painful market r…
Microsoft stock is on track for an 18% decline in June, its worst month since 2000, with shares down 24% year-to-date and roughly $857 billion in market value erased. The sell-off, driven by investor …
A new 'MANIA' trade comprising five AI hardware stocks is emerging as a replacement for the Magnificent 7, with two leveraged ETFs offering hedged exposure to the hot tickers.…
BlackRock, the world's largest asset manager with over $10 trillion in assets, recommends investors allocate 1-2% of their portfolios to Bitcoin as a complementary diversifier, based on its analysis o…
A developer argues that timeless investing principles remain vital in 2026, despite AI-driven market shifts and concentration in the 'Magnificent 7.' The post highlights that 79% of active large-cap f…
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…
The S&P 500's profit margin reached a record high in the first quarter, with companies keeping nearly 15 cents of profit for every dollar of revenue. The surge is driven by unusually profitable tech g…
A new economic measurement problem called "AI Dark Output" threatens to obscure the majority of AI-generated economic activity, as national statistics fail to capture value produced by artificial inte…