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Commentary
America’s 250th birthday has Elon Musk and a record IPO. Its 15th had Alexander Hamilton — and a stock market bubble
By Owen LamontJuly 2, 2026
nyse
AI
‘At some point you’ve got to make money’: Goldman’s top AI skeptic warns the clock is running out ahead of OpenAI and Anthropic IPOs
By Nick LichtenbergJune 5, 2026
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Banking
Jamie Dimon sees ‘gung-ho’ attitude and ‘exuberance’ in markets—just like 1972, 1986, 2000 and 2007. Uh Oh.
By Nick LichtenbergJune 4, 2026
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Investing
Ray Dalio warns the stock market is approaching 1929 and 2000 bubble levels—but another crisis is ‘past the point of no return’
By Nick LichtenbergJune 4, 2026
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Commentary
I won a Pulitzer for explaining the Great Depression. The AI spending boom terrifies me
By Liaquat AhamedJune 2, 2026
Nvidia co-founder and CEO Jensen Huang is driving a squeeze of memory chips.
AI
Wall Street thinks memory is AI’s golden ticket. Harvard’s chip expert warns: ‘Curves that just go to the sky with no end…never continue forever’
By Eva RoytburgMay 11, 2026
TOPSHOT - Alphabet Inc. and Google CEO Sundar Pichai speaks during the inauguration of a Google Artificial Intelligence (AI) hub in Paris on February 15, 2024. (Photo by ALAIN JOCARD / AFP via Getty Images)
AI
Google and Amazon’s biggest profit driver last quarter was their Anthropic stakes—which they haven’t sold
By Eva RoytburgApril 30, 2026
Traders on the floor of the New York Stock Exchange monitor the early moves of the market soon after the trading day began in New York 05 August, 1999.
Investing
Software selloff giving you déjà vu? We’ve been here before, says Deutsche Bank, when the dotcom bubble burst
By Eleanor PringleFebruary 6, 2026
Ray Dalio attends the Fortune Global Forum Riyadh 2025 on October 27, 2025 in Riyadh, Saudi Arabia.
Investing
Ray Dalio reveals the surprising ‘single most important reason’ he’s succeeded in investing—and it has nothing to do with finance
By Eva RoytburgNovember 25, 2025
Ray Dalio, Founder and CIO Mentor, Bridgewater Associates speaks onstage during The Wall Street Journal's 2024 The Future Of Everything Festival at Spring Studios on May 22, 2024 in New York City.
Big Tech
Nvidia turns negative after Ray Dalio warns the latest market boom is a ‘big bubble with big wealth gaps’ poised for a politically explosive bust
By Eva RoytburgNovember 20, 2025
Michael Burry attends the "The Big Short" New York premiere at Ziegfeld Theater on November 23, 2015 in New York City.
Big Tech
The ‘Big Short’ investor betting $1 billion against the AI bubble says Meta and Oracle’s accounting is hiding the brutal truth
By Eva RoytburgNovember 13, 2025
Young woman at networking event
Success
Goldman Sachs says we’re not in an AI bubble, and its young multimillionaire clientele are all-in on AI-energy investments and healthcare innovations
By Emma BurleighNovember 9, 2025
Jerome Powell, chairman of the US Federal Reserve, during a news conference following a Federal Open Market Committee (FOMC) meeting in Washington, DC, US, on Wednesday, Oct. 29, 2025.
AI
Powell says that, unlike the dotcom boom, AI spending isn’t a bubble: ‘I won’t go into particular names, but they actually have earnings’
By Eva RoytburgOctober 29, 2025
Andrej Karpathy Director of AI Tesla a keynote speaker at the Train AI conference at Pier 27 in San Francisco, Ca. on Thurs. May 10, 2018,
AI
Did an OpenAI cofounder just pop the AI bubble? ‘The models are not there’
By Eva RoytburgOctober 21, 2025
What bubble? By this measure, the AI boom still isn’t at dotcom bust levels
Investing
What bubble? By this measure, the AI boom still isn’t at dotcom bust levels
By Jason MaOctober 3, 2025
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By Sydney LakeJuly 14, 2026
North America
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By Marco Quiroz-GutierrezJuly 14, 2026
Personal Finance
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By Joseph HostetlerJuly 14, 2026
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