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Ex-JPM Strategist Sees 'AI Bubble' Building After MIT Study Shows 95% Of Enterprises Invested in GenAI Have Generated ‘Zero’ Returns
Top executives have been raising concerns that AI investment and valuations may not be consistent with the eventual returns.
Morning Bid: Treasuries Tighten as Fed Hawks Re-emerge
What matters in US and global markets? Investors wait anxiously for Fed Chair Jerome Powell’s keynote speech at the Jackson Hole symposium today.
Strong Market Debuts Raise Questions Over Cautious IPO Pricing by Wall St Banks
Big first-day gains by recent high-profile U.S. listings have raised questions over whether Wall Street banks are pricing them too cautiously.
Bond Market’s Slow-Motion Crisis Could Eventually Break Equities
Albert Edwards, Société Générale’s strategist and self-described “uber bear,” is sounding a warning that wealth advisors should not dismiss.