AI Bubble Burst: Alphabet, Caterpillar, ServiceNow, Amazon Earnings Cited as Evidence
nreece · hn · 2026-10-30
A Seeking Alpha analysis argues the AI bubble has burst, citing earnings and signals from Alphabet, Caterpillar, ServiceNow, and Amazon. The piece frames the gap between AI-related spending and commercial returns as evidence that the correction is underway.
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