Is passive investment inflating a stockmarket bubble?
A widely circulated working paper suggests so
Last updated: 2026-01-15 11:53:51 ET
A widely circulated working paper suggests so
Investors know bull markets end, of course. But even the global elite descending on Davos may underestimate the danger of an asset-bubble burst.
Ben Horowitz says AI will be bigger than the internet — and bubble fears miss what's really happening
Can Bloom Energy's high-flying stock, fueled by generating onsite power for AI data centers, steer clear of bubble risks?
xAI, OpenAI and Anthropic have been rapidly raising more money, adding to the notion of “aspirational” valuations across the AI startup scene.
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History suggests AI investment will falter in 2026, says BCA Counterpoint strategist. But the investment implications are notable.