Is it a bubble?
Given that the growth of demand for AI is so unpredictable, there can be no doubt investor behaviour is speculative
Given that the growth of demand for AI is so unpredictable, there can be no doubt investor behaviour is speculative

Evaluation of use cases and business models will dominate 2026

Forget the singularity and robot takeovers; what matters is who captures the value added

On Jeff Bezos’s defence of AI mania

Trading in insurance-like products that protect against tech company defaults is booming

Earnings hint at growth trajectory despite increases in capital spending

The high priests of Silicon Valley and Wall Street are beginning to acknowledge the excesses of Big Tech valuations