AI capex spend is facing greater investor scrutiny amid tech valuation concerns and an increase in borrowing.
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For the first time, investors said an AI bubble was their biggest worry, according to a recent Bank of American survey. What the…
"We are, however, wary of positioning, and remain watchful of stretched valuations," one fund manager told CNBC.
Major institutions and influential figures are increasingly issuing warnings about soaring valuations.
Amazon's capital expenditure projection comes in at $200 billion, above analysts' estimates of $146.6 billion and higher than the…
The recent pullback in megacaps could prove a buying opportunity so long as the companies' growth remains attractive.
Bank of America’s Global Fund Manager Survey found concerns about an AI bubble are mounting.
