Saturday, October 10, 2026

Too Many Eggs in the AI Basket?

The world of one trade — AI
https://www.ft.com/content/3f54c442-c2b7-4876-a960-5229951c9a46
Investor portfolios have become alarmingly reliant on the fortunes of just one bet on the build-out of an uncertain technology. 
 
AI borrowing slows as investors grow wary of debt binge
https://www.ft.com/content/9c13d40e-d2b2-45d5-921c-a68cd4b308f9