Everything on Market Cycle

The AI sector is in a late-stage bubble phase, with capital expenditure significantly outpacing revenue generation. This imbalance suggests an imminent correction as companies struggle to service debt for data center infrastructure.

Impact: Investors should expect a significant drawdown in AI-related equities and a broader market correction within the next 12 months, requiring defensive positioning.

— from AI Bubble Warning and European Value Rotation · Alles auf Aktien – Die täglichen Finanzen-News· Sep 12, 2026