AI Boom or Bubble? Record Earnings Expectations Are Raising New Questions

Callum_Thomas
06-29

Another week, another new all-time high in long-term average expected earnings growth...

Have Wall Street analysts lost the plot or are we really heading into a period of earnings hyperinflation? $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$ $NASDAQ 100(NDX)$ $Invesco QQQ(QQQ)$ $Dow Jones(.DJI)$

p.s. this indicator has not had a good run when things get heated like this... basically a contrarian sentiment indicator!

On the other side of the AI boom we will probably see the blue line go down and the black line go up...

(few understand or expect this)

Tech Sector capex is crowding out Commodity capex 🧐 🤔

There's one small problem with this...

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