A Field Guide to AI Market Freakouts
The AI Daily Brief: Artificial Intelligence News and Analysis

A Field Guide to AI Market Freakouts

2026-07-23
Cheap Chinese models, runaway infrastructure spending, token caps, circular financing and performance plateaus have each threatened to derail the AI boom. NLW examines the recurring fears haunting investors—and argues that these periodic freakouts may be exactly what keeps a genuine AI bubble from forming.Brought to you by:KPMG – Research from KPMG and the University of Texas at Austin shows the highest-impact AI users treat AI like a reasoning partner — and those skills can be taugh...
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