Evan(@StockMKTNewz):HOWARD MARKS SAYS THE AI STUMBLES HAVE CRACKED THE IDEA THAT THE SECTOR CAN'T LOSE The Oaktree co-chair says investors are getting more careful and more skeptical about AI, and he calls that healthy, per Bloomberg. He says AI has been a crowded trade, where standards drop as prices rise. The question that matters, in his view, is whether AI can generate enough profit to justify the trillions being raised.

Evan

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Evan@StockMKTNewz

2026.11.02 17:09

HOWARD MARKS SAYS THE AI STUMBLES HAVE CRACKED THE IDEA THAT THE SECTOR CAN'T LOSE The Oaktree co-chair says investors are getting more careful and more skeptical about AI, and he calls that healthy, per Bloomberg. He says AI has been a crowded trade, where standards drop as prices rise. The question that matters, in his view, is whether AI can generate enough profit to justify the trillions being raised.