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Bank for International Settlements
2 articles on this topic, newest first.
Burry's AI Bubble Warning Moves From Prices to the Balance Sheet
Michael Burry's case has shifted from expensive stocks to debt, long-term commitments and private credit. New BIS data supports part of it. Microsoft's results complicate the rest.
The AI Bubble Might Burst in Debt Markets, Not Stock Prices
The Bank for International Settlements is not asking whether AI is fake. It is asking what happens when data centers built on borrowed money fail to earn the returns investors expect.
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