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A majority of global fund managers think companies are overinvesting, as market anxiety grows about the sustainability of the artificial intelligence spending boom. Wall street fund managers are sounding alarm bells about an ai bubble becoming the single biggest threat to their portfolios, yet they can't seem to stop themselves from doubling down on the very stocks they're warning about. For the first time in 20 years, ai bubble fears have fund managers saying companies are overdoing it
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A majority of global fund managers think companies are overinvesting, as market anxiety grows about the sustainability of the ai spending boom Top tech investors bet big against ai much of that concern centers around nvidia, the chipmaker powerhouse at the core of the ai surge. The ambitious spending plans of artificial intelligence developers coupled with rapid user adoption indicate the global rally in their stocks will persist despite bubble concerns, fund managers at.
The biggest tech companies in the market have an advantage that didn't exist during dotcom bubble, say fund managers overseeing tens of billions of dollars.
At the same time, a bank of america fund manager survey found more than half of major investors now believe ai stocks are in bubble territory, making an ai bubble the top risk to markets
