Capital expenditure

AI Spending Spree Meets Market Reality Check

Major tech companies posted impressive earnings but faced stock declines as massive AI spending collided with investor expectations. The market’s reaction signals a potential turning point in the AI investment cycle.

by Natalie BrooksOctober 30, 2025November 2, 2025

Business Innovation Technology

AI Boom Echoes Dot-Com Era With Critical Differences

The current AI boom shares striking similarities with the 1990s dot-com bubble, but fundamental differences in capital requirements, energy constraints, and market structure create a more complex investment landscape with potentially broader economic consequences.

by Natalie BrooksOctober 27, 2025November 2, 2025