Alphabet, Amazon, and Meta raised their capital expenditure forecasts in the tech giants' most recent earnings reports.

With all the AI bubble headlines out there, it’s easy to conclude that the great bull run will end in tears and perhaps ...

The largest companies have seen their weighting in the S&P 500 rise more quickly than their share of total earnings ...

Even with valuations elevated, the old maxim of "don't fight the Fed" may prove to be good advice in the near term.

David Rosenberg, founder and president of Rosenberg Research, joins CNBC's 'Money Movers' to discuss macro outlooks.

In his first X post since 2023, Michael Burry of "The Big Short" fame wrote that during some bubbles, the "only winning move ...

Tech’s market dominance is raising concerns that megacap tech giants are exhibiting echoes to the dot-com era peak of the ...

Either the bubble bursts and wipes out a huge sector of the economy, or AI replaces human workers across industries.

Artificial intelligence has created a lot of excitement on Wall Street, but it's also potentially troubling if you remember ...

True, market observers have reason to be concerned that the torrid pace of AI investment for data centers and top talent may ...

Despite mounting evidence that artificial intelligence stocks are increasingly frothy, some analysts believe valuations and ...

As we approach Week 10 of the college football season, we look at the likely contenders for the College Football Playoff and ...