‘The Money Will Run Out’: Inside The Case For An AI Bubble

Artificial intelligence is dominating Wall Street, with investors pouring money into shares of the companies powering the fast-growing technology. Since late 2022, AI-related stocks—including everything from chipmakers to data centers — have added an astonishing $27 trillion in market value, helping push the overall stock market to new highs. And the spending is only accelerating. Goldman Sachs (GS) estimates companies…