AI investment surge risks echoing past bubbles, highlighting the importance of understanding historical market trends.

Jeremy Grantham says AI is one of the biggest bubbles in history — and it's likely to tank the stock market when it bursts. "I think it's obviously a bubble, and I think it's quite a simple story," ...

Jeremy Grantham's GMO has periodically warned of an AI bubble for years now, even while most market onlookers remained bullish. Now, as fears of overexuberance begin to grip the broader market, the ...

OpenAI, Anthropic, and SpaceX IPOs may put pressure on the stock market in 2026, GMO says. The firm predicts that increased IPO activity could pull money away from the rest of the market. The firm has ...

GMO’s 13F portfolio rose to $39.12B, with Microsoft, Alphabet, Meta, Apple, and Lam Research as top holdings. Stake increases occurred in MSFT, META, AAPL, AMZN, TMO, CRM, AVGO, and several others, ...

The advent of AI is “unique in financial history” because it the only time a new technology emerged just in time to short-circuit a bear market immediately following another the deflation of a ...

Buy low, sell high, get rich. Jeremy Grantham’s Wall Street career exactly conforms to this charmed sequence, but with what troubles along the way. The reader, at least, will be glad for them. They ...

Jeremy Grantham was born toward the tail end of the Great Depression, but has surfed plenty of subsequent booms and busts in his storied investment career. He recounts the experience, with wit and ...

For more than four decades, Jeremy Grantham has been one of the most contrarian voices in global investing. The co-founder of Boston-based asset manager GMO, he built his reputation warning about ...