El-Erian argued that AI is a "rational bubble," but some have gone "beyond their comfort zone and beyond their ability to do due diligence."

El-Erian argued that AI is a "rational bubble," but some have gone "beyond their comfort zone and beyond their ability to do due diligence."

COLUMN. In her column, the economist points out that the financial markets have been inflated by decades of monetary policy tailored to their needs. She warns that it is the…

Short sellers like Michael Burry and Jim Chanos are circling, warning that the AI buildout isn’t a one-time investment but a recurring cost wave.