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Wall Street Sees AI Bubble Coming and Is Betting on What Pops It

Wall Street investors face growing doubts on AI spending sustainability as capital expenditures hit $400 billion, with credit risks rising and some firms posting negative cash flow, Bloomberg data show.

The debate among investors is whether to rein in AI exposure or double down to capitalise on the tech. Read more at straitstimes.com.
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How investors are protecting themselves against an AI bubbleInvestors are currently hedging against a possible debt crisis in the AI sector. Trading in credit insurance – the so-called credit default swaps (CDSs) – in a mockery

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Financial Post broke the news in Canada on Sunday, December 14, 2025.
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