Here’s a counterintuitive truth about bubbles: you usually recognize them before they pop. That’s what makes them so dangerous. In real time, the evidence often feels obvious: concentrated gains, stretched valuations, euphoric headlines. Yet prices keep rising anyway. People say, “Yes, it’s expensive… but this time is different.” And then they lean in. So let’s ask the question directly: Are AI stocks in a bubble? And if so, what does that mean for your portfolio right now?

Gold Rush Metals Reach Record High Prices Should you be going for gold? Even with a significant pullback this week, gold has had a historic run-up in price over the past year, and at the end of January passed $5000 an ounce for the first time. Silver had also enjoyed a boost to over $100 an ounce, bringing gold and silver valuations to their highest since 1979 (CNN). Investors that have maintained diversified commodity exposure in their portfolio have likely benefitted from t

AI Deal Breakdown Oracle and Blue Owl Data Center Split Brings AI Valuations Into The Spotlight The rose-colored glasses may finally be coming off for the AI industry. In 2025, AI-related companies have dominated the stock market and helped push indices to new highs. The S&P 500, for example, has broken closing records multiple times this year due to being buoyed by AI-related stocks . Their dominance, however, is tenuous. In mid-December, investors were spooked by the news t