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‘Slow down, hyperscalers’: For the first time in 20 years, investors say companies are overinvesting, Bank of America says
Bank of America’s Global Fund Manager Survey found concerns about an AI bubble are mounting.
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fortune.com
For the first time in 20 years, AI bubble fears have fund managers saying companies are overdoing it | Fortune
Even Wall Street thinks this has gone too far. Some 202 panelists managing $550 billion in AUM are raising a concern unseen since 2005, according to BofA.
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cnbc.com
‘Slow down, hyperscalers’: For the first time in 20 years, investors say companies are overinvesting, Bank of America says
Bank of America’s Global Fund Manager Survey found concerns about an AI bubble are mounting.
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Nvidia delivers big once again, and investors brush aside the bigger picture about AI spending
The real debate — whether all this AI capacity being built today will be profitable tomorrow — remains unresolved.
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AI capex spending fears spread to the bond market following tech jitters
AI capex spend is facing greater investor scrutiny amid tech valuation concerns and an increase in borrowing.