BofA sees the end of easy money in the AI-spending trade. The capex complex has been the market's cleanest momentum bid; if that's fading, leadership narrows and beta alone stops paying.
BofA signals end of easy AI-spending trade profits.
What changed
BofA signals end of easy AI-spending trade profits.
Why it matters
BofA signals end of easy AI-spending trade profits. — impact context not separately stored; see What changed.
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Oct 05, 2026 11:59 PM ET