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The AI Bubble Ran Into Reality Last Week

Source: seekingalpha.com

Market Technicals & FlowsTechnology & InnovationArtificial IntelligenceCorporate EarningsCredit & Bond Markets
The AI Bubble Ran Into Reality Last Week

The NASDAQ fell nearly 3% Friday as equities sold off sharply, with sector rotation evident during October. Alphabet and Amazon reported accelerating negative free cash flow, raising concerns about the balance-sheet impact of AI investment at major hyperscalers.

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