Hacker News AI· nreece·· 16 days agoAI score40
AI Bubble Burst
AI Bubble Burst
AI summary
The author argues that Alphabet and Microsoft missing Q3 AI capex expectations, Caterpillar's 22% inventory increase, and ServiceNow's strong AI ACV but weak revenue guidance together confirm the AI bubble burst thesis. The three stocks fell 10-27% after reporting.
Source: Hacker News AI · seekingalpha.com