Salesforce added 6,000 Agentforce customers in one quarter, hitting $540M in revenue—challenging the AI bubble narrative with ...

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

It's not a bubble if everybody's calling it a bubble or questioning if it's in a bubble,” says Mary Ann Bartels, chief ...

CoreWeave and Oracle have borrowed heavily to build more AI data-center capacity, spooking bond markets and sending ...

Everyone in tech agrees we’re in a bubble. They just can’t agree on what it looks like — or what happens when it pops.

All of this suggests that, in 2026, we might not see an actual AI bubble bursting -- but we could start to see the emergence ...

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

As the artificial-intelligence boom has driven the market past bad news and towards record highs, investors are wrestling ...

High valuations are supporting equity markets and the economy. Everyone has a view on whether it’s sustainable.

The valuations of some artificial intelligence companies are approaching those of the dot-com boom. But investors worry that ...

The "Magnificent Seven" stocks have been the primary driver of this market power concentration. Those seven companies — ...

Explore how Bubble Theory explains price overvaluation in markets and its implications for investors. Learn why identifying ...