{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Eurodollar University","title":"The AI Bubble Just BURSTS, And It's Sending a MASSIVE Warning to the Entire Economy","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/a6038d42\"></iframe>","width":"100%","height":180,"duration":1199,"description":"There are growing signs the AI bubble has indeed been a bubble and it may be reversing. That's not great for stocks, obviously, but the potential goes way beyond plaguing equities. There are direct impacts as well as, most importantly, the combination with other negative factors producing a confluence of too many headwinds. \nEurodollar University's Money & Macro Analysis\nBloomberg Microsoft Abandons Data Center Projects, TD Cowen Says\nhttps://www.bloomberg.com/news/articles/2025-03-26/microsoft-abandons-more-data-center-projects-td-cowen-says\nBloomberg Alibaba’s Tsai Warns of ‘Bubble’ in AI Data Center Buildout\nhttps://www.bloomberg.com/news/articles/2025-03-25/alibaba-s-tsai-warns-of-a-bubble-in-ai-datacenter-buildout\nBloomberg US Credit Risk Gauge Shows Fear Rising as Tariffs Loom This Week\nhttps://www.bloomberg.com/news/articles/2025-03-31/us-credit-risk-gauge-shows-fear-rising-as-tariffs-loom-this-week\nWSJ Tech Giants Double Down on Their Massive AI Spending\nhttps://www.wsj.com/tech/ai/tech-giants-double-down-on-their-massive-ai-spending-b3040b33\nGoldman Sachs Will the $1 trillion of generative AI investment pay off?\nhttps://www.goldmansachs.com/insights/articles/will-the-1-trillion-of-generative-ai-investment-pay-off\nCNBC First-quarter GDP growth will be just 0.3% as tariffs stoke stagflation conditions, says CNBC survey\nhttps://www.cnbc.com/2025/03/31/first-quarter-gdp-growth-will-be-just-0point3percent-as-tariffs-stoke-stagflation-conditions-says-cnbc-survey.html\nhttps://www.eurodollar.university\nTwitter: https://twitter.com/JeffSnider_EDU","thumbnail_url":"https://img.transistorcdn.com/-PtiTzNd5Hw0QA5KJSn4hxFg04siyhv-eokn_umaeKU/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzkyNDMvMTY2ODk5/MjU1OS1hcnR3b3Jr/LmpwZw.webp","thumbnail_width":300,"thumbnail_height":300}