AI buildout turns to equity issuance, and stocks sold off as investors noticed
GaryMarcus · x · 2026-11-07
Gary Marcus reshares a Bloomberg Odd Lots analysis by Joe Weisenthal and Tracy Alloway on AI buildout market mechanics:
- The AI buildout is no longer just burning cash and piling on debt — it's issuing more claims on whatever profits do emerge.
- AI stocks began selling off right as it became clear equity issuance would be part of the buildout story.
- The piece focuses on the market feedback loop shaping the sustainability of AI capex.
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