The dot-com bust left behind a glut of unused fiber that was latter dubbed “dark fiber.” Is the AI buildout headed for the ...

A copy of Greenhaven Road Capital’s Q4 2024 investor letter can be downloaded here. Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in ...

To decide whether we agree with Buffett, we employ Dr. X's Bubble Detector—a concept that was conveyed to one of us (Hanke) in an August 1996 letter by a late Nobel laureate in economics.

For years now, experts have warned of an AI bubble ... of capital." To Tsai, that could be a terrible idea in the long run. "I’m still astounded by the type of numbers that’s being thrown ...

As the Magnificent 7 companies have estimated a total capital expenditure of over $330 billion on the artificial intelligence infrastructure in 2025, there is a possibility that China’s AI ...

The S&P 500 rose a half percent over its previous ... increase marked at least a pause in the ongoing deflation of the AI bubble, which continues to be the biggest story in the U.S. stock market.

Elon Musk’s business empire may be starting to wobble ... that lead to investors providing him with more and cheaper capital to diversify his empire that, in turn, attracts yet more investors ...

Shares of Mixue Group, China’s largest bubble tea chain controlled by billionaire brothers Zhang Hongchao and Hongfu, jumped 43% in its Hong Kong IPO debut.