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Flash News List

List of Flash News about capex cycle

Time Details
2025-09-26
19:42
David Einhorn Warns of Capital Destruction Risk From AI Infrastructure Spending — Bloomberg; Implications for AI Stocks and Crypto AI Narratives

According to @StockMKTNewz, citing Bloomberg, hedge fund manager David Einhorn warned that the extreme scale of AI infrastructure spending makes the numbers hard to justify and carries a reasonable chance of significant capital destruction this cycle, even if the technology proves transformative (Bloomberg via @StockMKTNewz). For traders, these Bloomberg-reported remarks flag valuation and capex-cycle risk across AI-exposed equities and AI-linked crypto narratives, warranting tighter risk management around the AI trade (Bloomberg via @StockMKTNewz).

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