Adam Butler says the bear case for AI and hyperscalers is now a broader market issue: they make up nearly half of U.S. equity market cap and about 30% globally, highlighting rising concentration and structural risk.
published
Adam Butler says the bear case for AI and hyperscalers is now a broader market issue: they make up nearly half of U.S. equity market cap and about 30% globally, highlighting rising concentration and structural risk.
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