Former UBS Strategist Warns AI CapEx Surge Marks ‘Peak Bubble’ Phase Banks October 6, 2025 A former UBS chief investment strategist warns that AI CapEx (capital expenditure) is accelerating at a record pace, lifting valuations…
Trillion-Dollar Brokerage Raymond James Sets CoreWeave (CRWV) Price Target, Forecasts $900 Billion AI Spend Markets & Investments September 17, 2025 Raymond James is placing a fresh bet on CoreWeave (CRWV), telling clients the cloud upstart sits at the heart of…