For the first time in 20 years, AI bubble fears have fund managers saying companies are overdoing it

fortune.com/2025/11/18/fund-managers-fear-ai-bubble-say-companies-overinvested-bofa-survey

Global fund managers are signaling a historic reversal in sentiment regarding corporate spending, driven primarily by concerns over the aggressive pace and financing of the artificial intelligence (AI) capital expenditure boom. According to the latest Bank of America (BofA) Global Fund…

This story appeared on fortune.com, 2025-11-19 11:28:50.941000.
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