Haven’t we seen this before? The AI apocalypse has a century of reruns

Mid-September brought the convergence of three big issues for investors: oil prices over $100/barrel (keeping headline inflation sticky), surging bond yields (with the 10-year Treasury over 5%), and sudden apocalyptic warnings that unbridled AI could “kill us all by the end of the decade.” The threat of a resulting AI slowdown sent semiconductor stocks into […]

≈