The Everything Risk

The AI Frenzy Is Cooling. Watch These Signals

The stock market rally is masking signs that the AI-driven investment cycle may be closer to its end.
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The US stock market is still trading near all-time highs. That’s masking how much the boom in stocks related to artificial intelligence has stalled. Beneath the surface, there are warning signs that this investment cycle is now much closer to its end.

Over the past six months, most of the big publicly-traded AI stocks have been lagging.