How AI is disrupting investment

AI Investment Boom Creates Resource Shortages Across Multiple Industries

The massive investment in AI by tech companies is creating widespread resource shortages across the economy, affecting construction projects

Digital Assets Trail AI, Big IPOs, but Fundamentals Are Strengthening

Analyst Warns AI Investment Bubble is 17 Times Larger Than Dot-Com Era

An analyst from MacroStrategy Partnership argues that the current AI investment boom represents an epic bubble that is 17 times larger than

The AI investment boom is diverting capital from the broader U.S. economy

This guest essay argues that the massive capital mobilization for AI infrastructure — topping $1 trillion annually — is actually strangling

The AI investment boom is diverting capital from the broader U.S. economy

This guest essay argues that the massive capital mobilization for AI infrastructure — topping $1 trillion annually — is actually strangling

The rise of AI as a threat to the S&P 500 [pdf]

Wall Street Banks Hedge AI Investments with Derivatives Amid Bubble Concerns

Wall Street banks are lending massive amounts to AI companies building infrastructure while simultaneously using sophisticated financial ins