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BenzingaOctober 27, 2026 at 2:15 AM NY9 Hours Ago

Ed Yardeni Says AI Bubble Is Deflating Without Bursting Amid Increasing Funding Scrutiny Around CRWV, NBIS: ‘The Bond Market Is Going To Regulate'

Yardeni says tighter credit can deflate the AI bubble without collapse, while Musk warns debt pressures may drive neocloud failures.

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