[SINGAPORE] Private credit is not in a bubble, said alternative asset manager Hamilton Lane in its 2026 Market Overview. The private-credit market has grown from US$792 billion between 2005 and 2014 ...

In December, only 9% of credit investors were worried about an AI bubble. That has now jumped to 23% as investors worry about spending by hyperscalers. Buying value stocks or small-cap stocks could ...

Right now, one of the biggest debates in the stock market is this: Are artificial intelligence (AI) stocks overvalued? A new survey of institutional credit investors from Bank of America sheds some ...

Nvidia on Wednesday posted $68 billion in sales in its fiscal fourth quarter, a 20% jump that beat analyst expectations and helped quiet the drumbeat about a looming artificial-intelligence bubble.

Credit investors have reportedly become increasingly concerned about the potential impact of an AI bubble on credit markets. Bank of America (BAC) said Monday its January client survey showed that 23% ...

Blue Owl Capital permanently restricted withdrawals from one of its retail-focused debt funds. Market watchers warn Blue Owls move could be the canary in the coal mine. In this article The private ...

Journal Editorial Report: The week’s best and worst from Kate Odell, Allysia Finley, and Kyle Peterson. Photo: Julia Demaree Nikhinson/AP/Mike Blake/Reuters A wrong-headed political drive in ...

NEW YORK, NEW YORK - Harvey Schwartz speaks at the 2024 Forbes Iconoclast Summit at Cipriani Wall Street on June 20, 2024 in New York City. (Photo by Steven Ferdman/Getty Images) Harvey Schwartz knows ...

If one theme has suffused the stock market in 2025, it might be this paradox: Investors know all about the AI bubble, but they’re buying AI stocks anyway. In a new survey by The Motley Fool, 93% of ...

Forbes contributors publish independent expert analyses and insights. Peter Cohan, a Boston-based senior contributor, covers stocks. The likelihood of a severe "OpenAI bankruptcy cascade" scenario has ...

If you remember the film “The Big Short” (or, more likely, get served 60-second clips of it regularly on YouTube Shorts), then you’ll probably remember the term “credit default swap.” It’s the tool ...