AI Peak Debate: What Big Money and Manufacturing Data Reveal About the Next Market Phase
AI Peak Debate: What Big Money and Manufacturing Data Are Really Telling Us MACRO & AI CYCLE Part 1. In the AI Peak Debate, What Are the “Big Money” Investors Really Looking At? — From Warren Buffett’s “Last” Bet to Hedge Funds’ Risk-Off Moves From 2024 through 2025, global financial markets have basically revolved around one topic: AI. NVIDIA has dominated the GPU market, Meta has been scaling up AI models and data centers, and Google and Microsoft have been pouring tens of billions of dollars into the generative AI race to secure the lead. This naturally shaped the overall direction of the equity markets. In fact, a large chunk of the S&P 500’s gains between 2023 and 2025 came from the “Magnificent 7 (M7)” mega-cap tech stocks. Some analysts even went as far as to say: “More ...