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Niles: AI Trade Faces Repricing Amid Data Center Risks
Source: Bloomberg
Artificial IntelligenceInvestor Sentiment & PositioningTechnology & InnovationInterest Rates & YieldsInfrastructure & Defense
Dan Niles says the AI trade is entering a tougher phase as US data-center constraints, falling token prices and higher funding costs prompt investors to reassess valuations. The report provides no specific figures or market reaction.
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