What Could Pop The AI Bubble And Which Stocks Stand To Lose

Markets By Peter Cohan, Senior Contributor • September 28, 2026, 6:48 PM UTC
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What Could Pop The AI Bubble And Which Stocks Stand To Lose
Risks that could burst the AI bubble — from capital tightening to power limits — and how each scenario could move stocks like CoreWeave, Oracle, Nvidia and GE Vernova.

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