The AI Bubble Is Cracking: Wall Street Panics as Spending Skyrockets and Returns Stay Elusive
July 29, 2026 — After years of unchecked enthusiasm, the artificial intelligence investment boom is showing its first serious fractures. From Google’s ballooning capital expenditures to Nvidia’s $750 billion deal web, from a global semiconductor rout to a bitter ideological war over open-weight models, the AI industry is entering its most turbulent week yet. 1. … Read more