Big Short Legend Steve Eisman Says Google's $205-Billion AI Bill Finally Broke the Market's Patience
Steve Eisman says the AI debate has shifted after Google went cash flow negative and Tesla fell 14.5%. Polymarket traders still price just a 16% chance of a bubble burst.
A famous investor noticed that Google spent so much money on AI that it stopped making extra cash, and some people think that means companies might be spending too much on AI without getting enough back. When you look at a company's money, watch whether what they spend on new technology actually helps them make more profit.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.
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