The AI Narrative: Something Doesn't Compute
2025-11-14 17:19:12 ET
There are many chinks developing around the AI Narrative that has driven most of the gains in the stock market over the past three years. The buildout of AI infrastructure has also been a key economic engine as well. If investors start to doubt the AI Revolution and Big Tech slows the pace of investments, both the equity markets and the economy will be in deep trouble. It appears these huge capital expenditures will soon start to reduce stock buybacks as well....
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The AI Narrative: Something Doesn't ComputeNASDAQ: ETR
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