Financial Sense(R) Newshour

16 Oct 2026 01:34

Pacing the Frontier and AI Capex Slowdown: Izabella Kaminska’s Take (Preview)

Oct 15, 2026 – Izabella Kaminska, founder of The Blind Spot, discusses the current sell-off, the big news regarding a potential slowdown in AI and tech capital expenditures, and liquidity flowing back to Treasuries. She highlights mounting...

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