Jefferies ki report keh rahi hai ki AI investment cycle ka khatam hona investors ki low returns se nafrat ki wajah se ho raha hai! US tech giants se paison ki lehar North Asia ki taraf chal rahi hai, khaas taur par South Korea aur Taiwan ke chipmakers ke liye. Microsoft aur Amazon ki stock values gir rahi hain, aur investors debt funding par zyada depend kar rahe hain. Lagta hai, AI ka spending spree sustainable nahi hai!

Geopolitics
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