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Why the AI Boom Has Investors on Edge
Markets are wrestling with a difficult mix of strong corporate earnings, rising interest rates, and growing concern that the AI trade may be getting dangerously concentrated.
Mike Armstrong and Paul Lane break down why investors are warning about correction risk even as earnings growth remains strong, and why the surge in AI-related stocks continues to raise comparisons to the late-1990s tech bubble. They also discuss the upcoming SpaceX IPO, how a $2 trillion valuation could test investor appetite, and why retail investors may face a difficult decision after big gains in semiconductor and AI…
The skinny
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