Is the AI Trade Over? The Bear Case Against Hyperscaler Spending

After years of AI euphoria, a growing bear case is emerging around the mega-cap tech companies pouring hundreds of billions into AI infrastructure — with serious questions about when, or if, those returns will materialize. This week's tech selloff and tumbling AI-related stocks suggest the market may finally be demanding answers.

Today's Stocks & Topics: Primoris Services Corporation (PRIM), Market Wrap, Oil Stocks, Is the AI Trade Over? The Bear Case Against Hyperscaler Spending, 401k Allocation, Vanguard Emerging Markets Stock Index Fund (VEMAX), iShares Residential and Multisector Real Estate ETF (REZ), K92 Mining Inc. (KNT.TO), Vanguard S&P 500 ETF (VOO), Vanguard Total Stock Market Index Fund ETF Shares (VTI), The IPO Market.

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