The artificial intelligence revolution has triggered unprecedented capital spending, with Big Tech firms planning to invest $5.2 trillion over five years. While markets have rewarded this spending so ...

As AI systems began acing traditional tests, researchers realized those benchmarks were no longer tough enough. In response, nearly 1,000 experts created Humanity’s Last Exam, a massive 2,500-question ...

AI is my edge. Most investors know me for my firm’s Core Earnings research, a proprietary measure of earnings that adjusts for accounting tricks that mislead investors about corporate profits. The ...

With OpenAI's recent release of its AI browser, the historic level of capital expenditures being made in the current AI arms race may accelerate even further, if that is possible. From the reciprocal, ...

Despite significant investment, some enterprises find that agentic AI systems aren't delivering promised autonomous ...

Artificial intelligence has been reshaping workplaces for years, but new research from MIT suggests the technology may now be far more economically competitive with human labor than previously ...

Investors can’t fail to have noticed that the story of the stock market in 2025 has been one of Big Tech dominance, especially regarding AI. AI’s recent outperformance has prompted institutional ...

Economist Paul Krugman is drawing sharp parallels between the current state of the AI trade and the final years of the dot-com boom in the 1990s, while warning that investors might be misreading the ...

Artificial intelligence is no longer a distant threat to the labor market; it is already capable of taking over a significant slice of work that people in the United States do today. A new analysis ...

Will AI prove to be a bubble like what we experienced 25 years ago with the Internet boom? Financial author Phil Rosen asked me for my thoughts on his show, "Full Signal." I think we should be both ...