It’s an AI boom, not a bubble…, but is that true at Microsoft?
By preston_gralla Publication Date: 2026-03-11 07:00:00 Where is AI booming? That deep-dive report offers plenty of good news for AI…
Tag: Bubble
The AI bubble has an escape hatch for data science | Towards data science
By Kaushik Rajan Publication Date: 2026-03-07 13:00:00 Forecasting approximately $50 billion in advertising revenue using econometrics, time series modeling, and…
Buy Oracle’s “Bubble Fears” ahead of its Q3 earnings report next week
By Amrita Roy Publication Date: 2026-03-06 21:26:00 Oracle (ORCL) may have bottomed out as confidence returns to AI investing.
Michael Burry Warns Nvidia’s ‘Purchase Commitments’ Akin To Cisco At The Top Of Dot-Com Bubble — NVDA Stock Falls 5%
By Rounak Jain Publication Date: 2026-02-26 16:09:00 Burry pointed out that there has been a surge in Nvidia’s purchase obligations,…
Michael Burry sees Nvidia ‘purchase commitment’ parallel to Cisco at dot-com bubble top
By Yun Li Publication Date: 2026-02-26 15:14:00 Michael Burry of “The Big Short” fame is doubling down on his bearish…
NVIDIA’s 11 Consecutive Record Quarters Dispel AI Bubble Fears
By Kang Da-eun Publication Date: 2026-02-26 07:14:00 NVIDIAs 11 Consecutive Record Quarters Dispel AI Bubble Fears Structural AI demand, HBM…
Chip titan Nvidia posts record $68B in sales in latest quarter despite AI bubble worries
By Marc Vartabedian Publication Date: 2026-02-25 23:48:00 Nvidia on Wednesday posted $68 billion in sales in its fiscal fourth quarter,…
Nvidia Beats Back Bubble Fears With Record $68 Billion in Sales in Fourth Quarter
By Robbie Whelan Publication Date: 2026-02-25 21:42:00 Chip maker recorded net income of $43 billion, a 35% year-over-year jump as…
Nvidia’s quarterly results show the company is immune to fears of an AI bubble as it benefits from the data center boom
By Nick Robins-Early Publication Date: 2026-02-25 22:09:00 Nvidia released its quarterly results on Wednesday. The chipmaker reported higher-than-expected sales, boosting…
Despite fears of an AI bubble, Meta agrees to a $60 billion deal with chipmaker AMD
By Guardian staff reporter Publication Date: 2026-02-24 13:18:00 The owner of Facebook has agreed to buy $60bn (£44.5bn) of artificial…