Conor Sen says a deeper downturn could prompt a new round of financial rules on the scale of Sarbanes-Oxley or Dodd-Frank. The warning adds to his recent concerns over AI capex, hyperscaler cash flows and broader cyclical risks.
published
Conor Sen says a deeper downturn could prompt a new round of financial rules on the scale of Sarbanes-Oxley or Dodd-Frank. The warning adds to his recent concerns over AI capex, hyperscaler cash flows and broader cyclical risks.
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