- AI bubble is 17 times the size of that of the dot-com frenzy, analyst argues MarketWatch
- Mega AI deals enable exits for private equity — but fuel ‘frothy’ bubble fears CNBC
- One force is propping up the economy. Fears are growing it won’t last. The Washington Post
- The AI capex endgame is approaching Financial Times
- Cracks are forming in the AI capex boom, warns Morgan Stanley. What to buy and sell. MarketWatch
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