Microsoft Issues a Dire Warning "The AI Bubble Is About to Burst"

Is there trouble brewing in the AI bubble? A report came out earlier today that Microsoft was scaling back its investments, one the company denied. Its substance, however, aligns with everything else that's going on, from Warren Buffett curiously choosing not to explain Berkshire's stock selling to the deteriorating conditions in South Korea. Eurodollar University's Money & Macro AnalysisBloomberg Microsoft Dropped Some AI Data Center Leases, TD Cowen Sayshttps://www.bloomberg.com/news/articles/2025-02-24/microsoft-cancels-leases-for-ai-data-centers-analyst-saysBloomberg South Korea’s Chip Exports Lead Trade Gains Fueling Economyhttps://www.bloomberg.com/news/articles/2024-06-01/south-korea-s-chip-exports-lead-trade-gains-supporting-economyDow Jones South Korea Government Expects Economy to Slow in 2025https://www.morningstar.com/news/dow-jones/202501011398/south-korea-government-expects-economy-to-slow-in-2025Bloomberg Bank of Korea Rate Cut Not a Done Deal This Month, Rhee Warnshttps://www.bloomberg.com/news/articles/2025-02-06/bank-of-korea-s-rhee-leaves-door-open-to-another-rate-holdhttps://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU