Morgan Stanley’s wake-up call: AI growth isn’t about speed anymore. It’s about structure. This shift is something even tech giants like Google are beginning to acknowledge. Morgan Stanley’s Warning: The AI Race Has New Rules Google is emerging as the centerpiece of AI infrastructure investing. The catalyst? Meta Platforms is reportedly exploring a massive deployment […]
Tag: hyperscalers
The Great AI Unwind: What Happened After 138 Days of Gains
Not Even Warren Buffett Could Save It The longest US stock rally in over a decade just collapsed. Bitcoin crashed 30%. And the “smart money” is quietly heading for the exits. The 138-Day Dream That Ended Global markets hit a wall on November 17th. The S&P 500 and Nasdaq broke below their 50-day moving average […]