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'Just don't use leverage': David Morrison warns AI investors on 'Zero Sum'

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The AI trade has already survived one serious test this year. Semiconductor stocks plunged in June and July as investors questioned whether extraordinary valuations, leverage and enormous infrastructure spending could be justified by future…

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'Just don't use leverage': David Morrison warns AI investors on 'Zero Sum'
Invezz 1h ago

'Just don't use leverage': David Morrison warns AI investors on 'Zero Sum'

The AI trade has already survived one serious test this year. Semiconductor stocks plunged in June and July as investors questioned whether extraordinary valuations, leverage and enormous infrastructure spending could be justified by future…