Yardeni Says AI Bubble Is Deflating, Not Bursting, as Bond Market Steps In
Ed Yardeni, president of Yardeni Research, says air is leaving the substitute intelligence (AI) bubble and not using a burst. He says bond traders are rationing capital to AI debtors, whereas Elon Musk warns 200-plus AI cloud companies may fold. Ari Wald, Oppenheimer’s head of technical evaluation, additionally guidelines out a collapse. However, he sees…
