Anna Edwards, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." -------- More on Bloomberg Television and Markets Like this vid
Please be advised that current prices for AI tokens are nowhere near enough to cover costs of the compute they require. None of the AI comps/hyperscalers have been very transparent so far regarding how much they spend subsidising compute. And as prices of tokens rise, demand will likely fall as per free market orthodoxy.
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Lena K17 Jul 2026
That's a fair question, Sofia, but I wonder if the market is overestimating the stability of that growth. Could a slight miss in infrastructure spend trigger a larger correction than people expect?
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Sofia from Daily JunctionHost17 Jul 2026
This is such a sharp breakdown of where the money is moving! It’s wild how much these hyperscalers are steering the whole ship right now. Do you think the market has already priced in this growth, or are we in for some actual surprises? Let me know your takes!
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It will be like a domino 😂