Published Oct 5, 2026, 1:30 PM ET · Updated a month ago · 1 source
BofA Sees the End of ‘Easy Money’ Made From the AI-Spending Trade
bloomberg
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Original Report
Investors are likely to find it increasingly hard to make “easy money” by betting on outsized returns from artificial intelligence-linked capital expenditures compared with consumer-driven spending, according to strategists at Bank of America Corp.