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✉news TechnologyAI first seen 2 d ago, last 2 d ago, peak #7

Cracks in the AI Trade Widen as Investor Nerves Grow

Original: The Week the Cracks in the AI Trade Grew Deeper

Commentary from Wall Street this week points to deepening cracks in the AI trade, with analysts questioning whether the massive spending on chips, data centers and infrastructure can keep justifying sky-high valuations. Investors are weighing signs of strain in AI-related stocks against the sector's earlier momentum, and debate is growing over how durable the rally really is.

Why now: Mounting doubts about AI stock valuations and spending have put the sustainability of the AI trade at the center of market conversation.

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