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Markets analyst Jim Paulsen warns AI-capex boom faces threat from two directions: saturation and macro weakness.

Validates capex-sustainability skepticism; signals market will punish capex-expansion disappoints.
Trade pressSlicast · August 3, 2026 · US · Source: Google News
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Markets analyst Jim Paulsen warns AI-capex boom faces threat from two directions: saturation and macro weakness.

Validates capex-sustainability skepticism; signals market will punish capex-expansion disappoints.

Read the original(Summary from the source — see the original below for the full report.)
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Markets analyst Jim Paulsen warns AI-capex… · Slicast