Cracks in the AI Trade: China Heats Up the Competition, Says Peter Boockvar (Preview)
Nov 18, 2025 – Cracks are showing in the AI trade, warns Peter Boockvar. As US tech giants spend up to 50% of revenue on AI, Wall Street grows wary. With China releasing open-source models, Boockvar favors commodities and gold over big tech amid rising uncertainty.
Financial Sense(R) Newshour · [email protected] (Financial Sense)
November 19, 20252m 33s
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Show Notes
Nov 18, 2025 – Cracks are showing in the AI trade, warns Peter Boockvar. As US tech giants spend up to 50% of revenue on AI, Wall Street grows wary. With China releasing open-source models, Boockvar favors commodities and gold over big tech amid rising uncertainty.
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