AnalysisBusinessOctober 9, 2026

Strategists debate whether AI buildout is boom or bubble

Read original source →bloomberg.com

JPMorgan Asset Management's Jared Gross calls the AI buildout a boom, not a bubble, while Goldman's Christian Mueller-Glissmann says investors are shifting focus to whether capex becomes monetizable products. William Blair's Olga Bitel says the AI trade keeps the market narrow.

How this story unfolded

2 days · 5 reports · from Oct 7

  1. Oct 7
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  3. Oct 9

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