Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections

1426.108 - 1447.984 David Friedberg

The general statement might be made that perhaps the first AI mini bubble is bursting a bit and particularly with respect to the accelerated expectations that public market investors had for public market technology stocks, that perhaps now is the time for a bit of a reckoning, that perhaps this isn't going to happen at the same margin level or the pace that folks had modeled. Correct.