AnalysisBusinessOctober 9, 2026

Strategists split on AI capex: boom or bubble debate

Read original source →bloomberg.com

JPMorgan'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. Principal's Seema Shah weighed in on the AI capex cycle at the Milken Institute Asia Summit in Singapore.

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1 day · 4 reports · from Oct 8

  1. Oct 8
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