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Cracks in the AI Trade: China Heats Up the Competition, Says Peter Boockvar (Preview)
Published 4 months ago
Description
Nov 18, 2025 – Cracks are showing in the AI trade, warns Peter Boockvar. As US tech giants spend up to 50% of revenue on AI, Wall Street grows wary. With China releasing open-source models, Boockvar favors commodities and gold over big tech amid rising uncertainty.