'Crazy days' and 'silly season' in the stock market raise the prospect of a 'late-stage' AI bubble finally popping | Fortune

'Crazy days' and 'silly season' in the stock market raise the prospect of a 'late-stage' AI bubble finally…

Capital Economics warns of 30% S&P 500 fall on late-stage AI bubble as Fed plans rate hike despite dissent. Rate hikes threaten AI infrastructure spending, reshaping tech leaders' capital allocation and M&A timing.