AI spending boom soars but no returns for big tech giants, warns Jefferies’ Chris Wood
The clearest signal that the AI capex arms race may be approaching a peak is not coming from headlines, but ...
Friday, June 19, 2026
Tag: Chris
Jefferies’ Chris Wood warns of an ‘AI capex arms race’
Christopher Wood has a track record of spotting speculative bubbles. He called the dotcom boom, Japan’s credit bubble and the ...
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