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Bill Gurley sits onstage with his arms resting on his knees.
InvestingBenchmark’s Bill Gurley: the AI bubble is about to burst—and a reset is coming
By Sasha RogelbergMarch 17, 2026
broker at the stock exchange
InvestingThe stock market bubble will burst in 2027, and the current rotation is a ‘warning of trouble ahead,’ Capital Economics says
By Nick LichtenbergFebruary 23, 2026
taiwan
AI‘We do not believe this is a bubble’: Taiwan’s 23 million people see a high-flying economy with one major risk
By Chan Ho-Him and The Associated PressFebruary 12, 2026
Amazon founder Jeff Bezos
SuccessLarry Ellison and Jeff Bezos have seen more than $66 billion swiped from their net worths since the start of this year as AI-driven slump sees tech billionaires’ wealth free-fall
By Emma BurleighFebruary 6, 2026
lewis, lee
InvestingMichael Lewis and Tom Lee hold court on the $1 trillion software-stock carnage: ‘I think fear is not a bad thing to be long right now’
By Nick LichtenbergFebruary 5, 2026
Photo of a trader on the floor of the New York Stock Exchange
Investing‘We’re not in a bubble yet’ because only 3 out of 4 conditions are met, top economist says. Cue the OpenAI IPO
By Nick LichtenbergFebruary 1, 2026
huang
InvestingJensen Huang says AI bubble fears are dwarfed by ‘the largest infrastructure build-out in human history’
By Nick Lichtenberg and Beatrice NolanJanuary 21, 2026
Intrator
AIOutsiders see a circular economy. CoreWeave’s CEO sees a ‘violent change’ rattling the supply chain down to the inside of the earth
By Nick LichtenbergDecember 26, 2025
Mark Zandi, chief economist at Moody's Analytics, pictured in May 2023, warns of record debt issuance by AI companies during an infrastructure boom.
Big TechBorrowing by AI companies represents a ‘mounting potential threat to the financial system,’ top economist says 
By Nino PaoliDecember 9, 2025
Photo of Hank Green
SuccessMillionaire YouTuber Hank Green tells Gen Z to rethink their Tesla bets—and shares the portfolio changes he’s making to avoid AI-bubble fallout
By Preston ForeDecember 7, 2025
Nvidia founder and CEO Jensen Huang reacts during a press conference at the Asia-Pacific Economic Cooperation (APEC) CEO Summit in Gyeongju on October 31, 2025.
AINvidia CFO admits the $100 billion OpenAI megadeal ‘still’ isn’t signed—two months after it helped fuel an AI rally
By Eva RoytburgDecember 2, 2025
Michael Burry looks to the side. He is standing in front of a background with "The Big Short" printed on it.
Big Tech‘Big Short’ investor Michael Burry warns Nvidia is the Cisco equivalent in today’s AI boom: ‘Sometimes the new company is the same company on a pivot’
By Sasha RogelbergNovember 24, 2025
Ray Dalio on stage with Fortune's Diane Brady at Fortune Global Forum this year.
InvestingI chatted to Ray Dalio’s AI doppelgänger: It claims there’s a 75% chance the AI bubble bursts in 2026, isn’t so worried about national debt—and wouldn’t say which stocks to avoid
By Eleanor PringleNovember 24, 2025
Albert Edwards
InvestingAnalyst who called the dotcom bubble says Americans are turning a deaf ear to AI warnings—and a worse meltdown than 2008 looms
By Nick LichtenbergNovember 23, 2025
Ray Dalio attends the Fortune Global Forum Riyadh 2025 on October 27, 2025 in Riyadh, Saudi Arabia.
Investing‘Don’t sell just because there’s a bubble,’ says Ray Dalio, but be prepared for low returns over the next 10 years
By Eleanor PringleNovember 21, 2025
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