Is the Flurry of Circular AI Deals a Win-Win—or Sign of a Bubble?
https://www.wsj.com/tech/ai/is-the-flurry-of-circular-ai-deals-a-win-winor-sign-of-a-bubble-8a2d70c5
How round-trip deals could echo history and hit a wall.
https://www.wsj.com/tech/ai/is-the-flurry-of-circular-ai-deals-a-win-winor-sign-of-a-bubble-8a2d70c5
How round-trip deals could echo history and hit a wall.
Related:
What Does the Market Really Think About AI?
https://www.project-syndicate.org/commentary/ai-economic-potential-what-markets-are-really-saying-by-isaiah-andrews-and-maryam-farboodi-2025-10
Despite all the enthusiasm for AI, which has undoubtedly demonstrated impressive capabilities, the signal from bond markets suggests that investors are unconvinced that the technology will generate sustained or widespread growth, let alone a more extreme positive or negative outcome. What accounts for this disconnect?
https://www.project-syndicate.org/commentary/ai-economic-potential-what-markets-are-really-saying-by-isaiah-andrews-and-maryam-farboodi-2025-10
Despite all the enthusiasm for AI, which has undoubtedly demonstrated impressive capabilities, the signal from bond markets suggests that investors are unconvinced that the technology will generate sustained or widespread growth, let alone a more extreme positive or negative outcome. What accounts for this disconnect?