A majority of global fund managers think companies are overinvesting, as market anxiety grows about the sustainability of the artificial intelligence spending boom.
A net 20 per cent of fund managers surveyed this month by Bank of America said companies were spending too much on their investments — the first time this has been a majority view in data running back to 2005.
“This jump is driven by concerns over the magnitude and financing of the AI capex boom,” said BofA analysts.
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