Why AI hyperscalers are now the epicenter of a bear case for stocks The Google logo is displayed on a building at Google headquarters on Feb. 4, 2026 in Mountain View, California. If the facts change, then I have to change. I learned that from reading the legendary British economist John Maynard Keynes, and it has never steered me wrong.
why-ai-hyperscalers-are-now-the-epicenter-of-a-bear-case-for-stocks-the-google-logo-is-displayed-on-a-building-at-google-headquarters-on-feb-4-2026-in-mountain-view-california-if-the-facts-change

Why AI hyperscalers are now the epicenter of a bear case for stocks

The Google logo is displayed on a building at Google headquarters on Feb. 4, 2026 in Mountain View, California.

If the facts change, then I have to change. I learned that from reading the legendary British economist John Maynard Keynes, and it has never steered me wrong.