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Some leaders in AI are saying that the balance sheet and cost efficiency are the most important signs to watch for when it ...

Since September 2024, the nation's central bank has lowered the federal funds target rate six times. Lower interest rates ...

The AI stock bubble, much debated through the back half of 2025, has already burst. That’s the conclusion of John Higgins, chief markets economist at Capital Economics. He’s more worried about what’s ...

It might be a cash grab. Or it could be an escape hatch.

I’ve been watching the AI infrastructure buildout pretty much every quarter for the past two years now, and I keep coming ...

Capital expenditure of $660 billion depreciated over three years produces roughly $220 billion in annual expense. The same ...

Before the great financial crisis, did you know what a mortgage-backed security was? A credit default swap? Had you ever heard of Lehman Brothers? Every economic bubble has its own vernacular. The ...

xAI, OpenAI and Anthropic have been rapidly raising more money, adding to the notion of 'aspirational' valuations across the AI startup scene OpenAI is expected to raise funds at a $750 billion ...

AI stocks have become increasingly volatile in 2026, suggesting it may be time to shift toward safer investments.

This article originally appeared on Dean Baker’s Patreon. It is reprinted here with permission. A bit less than 20 years ago, a nationwide housing bubble collapsed, giving us the Great Recession.