Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Surging artificial intelligence stocks have driven the US market to record highs this year, drawing comparisons ...

Is it karma? Coincidence? Either way, the ghost of the dot-com bubble is back 25 years later.

It is tough for any president to sense what their policies look like in the real world, surrounded as they are by security agents and yes-men. Those protective layers are called a “bubble,” and some ...

The real AI bubble is forming in private markets, not in public stocks, Goldman Sachs' top strategist said. He said private AI firms are seeing unsustainable valuations fueled by capital inflows and ...

For almost as long as the artificial intelligence boom has been in full swing, there have been warnings of a speculative bubble that could rival the dot-com craze of the late 1990s that ended in a ...

The fear of an AI bubble with what some experts such as Michael Burry consider the sector’s overblown valuation has been gripping the market for weeks, culminating in a large tech stock sell-off on ...

Simply sign up to the Artificial intelligence myFT Digest -- delivered directly to your inbox. On September 30, for the Deutsche Bank Research Institute, Adrian Cox and team wrote: One AI bubble has ...

Despite a bumpy ride in 2025, the S&P 500, Dow Jones Industrial Average, and Nasdaq Composite have all vaulted to record closing highs. Quality stocks have taken a back seat in recent months for the S ...

Many housing markets in the U.S. are way overvalued, but don’t mistake the current environment for a housing bubble, economists say. Home prices are rising to new heights. In September, the median ...

The largest companies have seen their weighting in the S&P 500 rise more quickly than their share of total earnings One stock-market bull says recent developments are making her more concerned that an ...