Analysts see AI capex growth peaking in 2027; Nvidia drops 9%, CoreWeave yields hit 17%
bookwormengr · x · 2026-11-06
Multiple Wall Street sell-side analysts now believe AI capex growth will peak in 2027 — not stopping, but decelerating — raising fears that semiconductor earnings are topping too. Combined with Fed tightening uncertainty, this triggered a broad selloff: Nvidia fell 9% on the day, and Neocloud debt keeps repricing higher with CoreWeave yields at 17%. bookwormengr adds that hyperscalers face a perverse incentive — "heavy capex means job security" — pushing them to overbuild with cash flow and debt; he argues this shock will force boards to seriously consider overbuilding and prevent a 1929-style euphoria ending.
Related event: AI Stocks Plunge in Historic Selloff, Wiping Over $3 Trillion in a Day(23 posts)→
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