Welcome to our 2026 Term Sheet Crystal Ball! This week, I’ll be publishing all your 2026 predictions, from the precise to the wacky, from an open call to all Term Sheet readers that I put out in ...

The question of whether we are in an AI bubble and, if so, when exactly it might burst has dominated conversation in the City in recent months. Who better to turn to for answers than some of the UK’s ...

Over 40% of American workers have tried AI, but only 13% use it daily, a gap that suggests current market valuations may be running ahead of real-world adoption. Today's AI leaders are highly ...

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Shares of Nvidia, Taiwan Semiconductor, and Alphabet have soared, but the companies have substantial earnings that help justify their returns. These companies are also AI leaders and are more likely ...

In late January, I wrote a microscopic article to diagnose the existence of a market bubble. The analysis followed Ray Dalio’s general framework for identifying market bubbles and examined the growth, ...

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Relax! NVIDIA came up trumps with its quarterly earnings and so the global economy isn’t collapsing, at least for another three months or so. Or as CEO Jensen Huang notes smugly: There has been a lot ...

Every transformative technology of the past 150 years has created a bubble -- from railroads to radio to the internet. As much as investors today hope it will be "different this time," it won't. So as ...