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AI Bubble Fears Grow as Anthropic Prepares for an IPO
Wall Street is wrestling with two competing concerns: inflation is running hotter than expected, while growing doubts about the AI spending boom are putting pressure on tech stocks. Despite back-to-back inflation surprises, bond yields are falling as investors question what an AI slowdown could mean for the broader economy.
Chuck Zodda and Mike Armstrong discuss why the AI boom is generating extraordinary profits for Wall Street, whether Anthropic's slowing revenue growth could complicate its planned IPO, and why CoreWeave's troubles are raising questions about investor appetite for AI…
The skinny
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