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AI bubble fears, the endless K-shaped economy, and insane hyperscaler capex spending
Fears of an AI bubble are rising as hyperscaler spending hits "insane" levels and the market rally stalls.
3 trends tracked about this subject — the full history, oldest to newest below.
Fears of an AI bubble are rising as hyperscaler spending hits "insane" levels and the market rally stalls.
A broadening rally has pushed European stocks to their strongest weekly performance in over a month.
Market participants are re-evaluating the sustainability of AI-driven gains as speculative assets face a significant downturn.