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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
A simple reason why the market's biggest investors say they aren't worried about AI bubble, tech stock selling
The biggest tech companies in the market have an advantage that didn't exist during dotcom bubble, say fund managers overseeing tens of billions of dollars.
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fortune.com
Goldman says the stock market has already priced in the AI boom, with $19 trillion of market value running ahead of actual economic impact…
"Past innovation-driven booms—like the 1920s and in the 1990s—have led the market to overpay for future profits even though the underlying innovations were real."
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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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‘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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forbes.com
The Hidden Credit Risk Behind The Trillion Dollar AI Buildout
The bond market has the money to fund the AI boom, but its own diversification rules could make borrowing harder than expected even for blue chip companies.
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Nvidia's earnings could answer the AI bubble question and upend global markets in moment of truth for Magnificent 7 | Fortune
A historic capex surge, thin AI revenues, and extreme index concentration leave investors one disappointment away from a broad‑based equity shock.
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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.