NVIDIA Corporation

Oracle Corporation

Cisco Systems, Inc.

Investors see the region as a new center of capital and technology

"The new Silicon Valley": why is Ray Dalio betting on the Middle East?

Palantir Technologies Inc.

The legendary investor, in an interview with the author of the book that made Burry famous, explains the logic behind his investment decisions and gives a pessimistic outlook

"The market is in for a tough few years": highlights from Burry's interview with The Big Short author

CoreWeave, Inc.

There is virtually no debt on OpenAI's own balance sheet

OpenAI partners have racked up $100bn of debt to fund the startup's ambitions - FT

The European regulator does not agree that a bubble has formed in the market

Fear of lost profits led to inflated valuations of bigtechs, ECB confident. What are the risks

A famous investor is convinced that Nvidia is similar to Cisco, whose stock plummeted nearly 80% after the dot-com bubble collapsed

'It's not that different': why is Michael Burry comparing the bubble in AI to the dotcoms?

Oracle, one of the largest U.S. software makers and server hardware vendors, is actively engaged in the artificial intelligence race, and this is already worrying investors. The company has a growing debt load and risks concentrating large customers. Its case mirrors the story of the development of AI itself: investors first skyrocketed the quotations of companies related to it, and then began to wonder whether a giant bubble had burst in this sector.

$300 billion in debt and collapsing stock prices: what Oracle's bet on AI is costing it 

The situation is not the worst possible, but it is time for investors to worry, says co-founder of Oaktree Capital Management

"Temporary insanity": why does Howard Marks think there's no market bubble yet?

The S&amp;P 500 rose almost 1% in trading on November 21

Citi has exited a long position in the S&amp;P 500. Should we follow suit?

Siemens Energy AG

Schneider Electric S.E.

Markets are headed for their worst weekly performance since April

European and Asian stocks fall amid returning fears of an AI bubble

Bridgewater investment firm founder Ray Dalio <a href="https://www.cnbc.com/2025/11/20/ray-dalio-ai-bubble-sell-market-stocks.html">warned</a> on CNBC that spending on artificial intelligence is forming a bubble in the market.

Billionaire Dalio warned that "we're in the bubble zone." What does he suggest we do?

SoftBank Group Corp.

SoftBank had already exited Nvidia in 2019: it was one of the worst investment decisions ever, as the value of the stake sold then would now exceed $150 billion

SoftBank sold Nvidia: is this an example for the retail investor?

A Goldman Sachs strategist who accurately predicted Wall Street's weak performance this year expects U.S. stocks to underperform global markets into the next decade, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-11-12/goldman-strategists-see-us-stocks-lagging-all-peers-next-decade">writes.</a>

Bubble