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Chartbook (Adam Tooze)

Chartbook (Adam Tooze)

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Adam Tooze on economics, geopolitics and history; global macro, trade, energy and financial crises.

Top Links 1037 How Bad Is a Closure of the Straits? Revisiting THAT Summers Chart! The Brits and Dubai &...
News•Mar 10, 2026

Top Links 1037 How Bad Is a Closure of the Straits? Revisiting THAT Summers Chart! The Brits and Dubai &...

Recent surveys reveal a majority of fund managers believe US technology companies are overinvesting in artificial intelligence. Analysts point to soaring R&D budgets and hiring spikes that outpace clear revenue prospects. The sentiment reflects growing skepticism that AI hype translates into sustainable earnings. Consequently, investors are reconsidering capital allocation toward more disciplined AI initiatives.

By Chartbook (Adam Tooze)