IF AI REVENUE DOESN’T T CATCH UP WITH AI SPENDING, GLOBAL STOCKS WILL BE AT RISK.

THREE YEARS OF EUPHORIA IN STOCKS AND OTHER ASSETS HAVE INVESTORS BRACING FOR TROUBLE. HERE’S WHAT TO DO IF BAD NEWS ARRIVES.

Issue of the week: on the precipice Even ...

“There are elements of irrationality through a moment like this,” Google CEO Sundar Pichai tells the BBC. Even Big Tech bosses are starting to express nervousness about the scale of spending on AI chi

Companies in the news ...and how they were assessed

High US stock valuations show investors expect strong growth in corporate profits in the coming years. Wall Street’s latest performance is giving them every reason for optimism. More than 90% of S&P 5