The AI Bubble Just BURSTS, And It's Sending a MASSIVE Warning to the Entire Economy

There are growing signs the AI bubble has indeed been a bubble and it may be reversing. That's not great for stocks, obviously, but the potential goes way beyond plaguing equities. There are direct impacts as well as, most importantly, the combination with other negative factors producing a confluence of too many headwinds. Eurodollar University's Money & Macro AnalysisBloomberg Microsoft Abandons Data Center Projects, TD Cowen Sayshttps://www.bloomberg.com/news/articles/2025-03-26/microsoft-abandons-more-data-center-projects-td-cowen-saysBloomberg Alibaba’s Tsai Warns of ‘Bubble’ in AI Data Center Buildouthttps://www.bloomberg.com/news/articles/2025-03-25/alibaba-s-tsai-warns-of-a-bubble-in-ai-datacenter-buildoutBloomberg US Credit Risk Gauge Shows Fear Rising as Tariffs Loom This Weekhttps://www.bloomberg.com/news/articles/2025-03-31/us-credit-risk-gauge-shows-fear-rising-as-tariffs-loom-this-weekWSJ Tech Giants Double Down on Their Massive AI Spendinghttps://www.wsj.com/tech/ai/tech-giants-double-down-on-their-massive-ai-spending-b3040b33Goldman Sachs Will the $1 trillion of generative AI investment pay off?https://www.goldmansachs.com/insights/articles/will-the-1-trillion-of-generative-ai-investment-pay-offCNBC First-quarter GDP growth will be just 0.3% as tariffs stoke stagflation conditions, says CNBC surveyhttps://www.cnbc.com/2025/03/31/first-quarter-gdp-growth-will-be-just-0point3percent-as-tariffs-stoke-stagflation-conditions-says-cnbc-survey.htmlhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU