GMO co-founder Jeremy Grantham says the era of Big Tech monopoly profits is over — and AI is the reason why.

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 thinks the US economy is disproportionately reliant on AI, and that a recession would have struck in 2023 ...

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 ...

An investing legend has a warning for investors: more pain is likely coming. Jeremy Grantham, the famed bubble watcher and cofounder of GMO, said he believes the outlook for the US economy in markets ...

Jeremy Grantham has a new and provocative argument for why the U.S. stock market will produce mediocre returns this year. Grantham is the co-founder of GMO, the Boston-based investment firm. He has ...

Jeremy Grantham Says AI Is Indeed a Classic Market Bubble The GMO co-founder explains why most investing “premiums” boil down to value—and why AI’s promise doesn’t spare it from a painful shakeout.

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Investors are salivating at the chance to buy into private tech titans like OpenAI, Anthropic, and ...