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 ...

Recent market sentiment is dominated by bearish headlines forecasting corrections and recessions. Despite some sharp sell-offs in recent months, markets have rapidly rebounded to previous levels. A ...

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 ...

The AI boom’s most troubling characteristic is its circularity. Microsoft invests billions in OpenAI, which then reinvests those billions in Microsoft’s Azure services. Amazon’s stock price surges on ...

According to today’s conventional wisdom, the bubble will only burst when the Federal Reserve starts to tighten monetary policy. Anyone doubting that we have an artificial intelligence-induced stock ...

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 ...