Wall Street’s tech darlings are losing their shine in 2025, as a new class of large-cap companies — particularly Broadcom, Oracle and Palantir — is rewriting the S&P 500 leaderboard and powering the next phase of the AI boom.
The AI bubble is 17 times the size of the dot-com frenzy — and four times subprime, this analyst argues
A research firm is arguing snot just that AI is in a bubble, but one 17 times size the dot-com bubble.