BREAKING
Grantham Flags AI Bubble Risk
AI compared to the railroads
0
B
2025 combined capex
0
hyperscalers
2026 capex outlook by firm
Amazon
200
Microsoft
190
Alphabet
185
Meta
135
0
x
US CAPE ratio
0
B
2026 capex high end
Bubble and golden era at once
AI NEWS BLITZ
GMO's Jeremy Grantham warns the Magnificent 7's AI spending shows classic bubble signs.