Ed Yardeni Says ‘I’m Not Particularly Concerned’ About AI Slowdown Fears, Maintains 8,400 Year-End S&P 500 Target
In an interview with CNBC, Yardeni stated that existing data center constraints make a significant slowdown in AI infrastructure construction unlikely. He said weekend calls for caution around AI are more focused on safeguards than cutting capital spending. Yardeni also suggested the U.S. and China could have incentives to cooperate on AI oversight as the … Read more