Jeremy Grantham warns about an AI bubble, bemoans his pandemic bet, and advises young people to gain practical skills in his ...

How an overheated IPO market this year could derail U.S. stocks.

The onslaught of tech mega IPOs expected in 2026 could suck money away from the broader market as investors chase the hype, GMO says.

It is surprising, then, that Grantham’s book The Making of a Permabear, written with Edward Chancellor, is his first. Often ...

The veteran investor compared the AI boom to the internet and railroad manias of the past. The "probabilities that AI will not bust are slim to none," Grantham said. Jeremy Grantham says AI is one of ...

The most significant addition was TotalEnergies SE (NYSE:TTE), with 1,550,700 shares, accounting for 0.26% of the portfolio and a total value of $101.26 million. The second largest addition to the ...

(Bloomberg) -- The popping of the bubble in US stocks is far from over and investors shouldn’t get too excited about a strong start to the year for the market, warns Jeremy Grantham, the co-founder ...

GMO’s 13F portfolio increased to $31.91B, with top holdings in Microsoft, Apple, Meta, Alphabet, and Oracle comprising ~21% of the portfolio. US Large-Cap asset class forecasted to have a negative 5.7 ...

Jeremy Grantham’s valuation-oriented investment firm is famous on Wall Street for trumpeting the contrarian, and decidedly bearish, views of its co-founder, seemingly every passing year. These days ...

GMO's 13F portfolio value decreased from $31.91B to $30.74B, with Microsoft, Apple, Alphabet, Meta Platforms, and UnitedHealth Group comprising ~23% of the portfolio. Significant stake increases in ...