FedWatch says AI trade bubble evident across infrastructure stack, AI names down 30-35% from June highs

FedWatch says the AI trade bubble is evident across the entire AI infrastructure stack, with names such as Lam Research, GE Vernova, Vertiv and Bloom Energy having fallen 30% to 35% from late-June highs while their investment-grade spreads widened 40 to 60 basis points.

Detected & updated continuously · Source: Nebula