Investors Don't See AI CapEx Coming Down This Year, BofA Survey Says -- Market Talk
Dow Jones2026/09/15 17:101310 ET - The AI data center boom is expected to keep chugging along, according to Bank of America's latest survey of global fund managers. Of those surveyed, 79% said they do not expect one of the AI hyperscalers to announce a cut in capital expenditures this year, up from 71% in August. But investors see the spending as carrying some risk: 42% of respondents named AI hyperscaler capex as the most likely source of a systemic credit event, and net 33% said companies are overinvesting. As for the most crowded trade, 53% identified "long global semiconductors" which matched last month's survey. (elias.schisgall@wsj.com)
(END) Dow Jones Newswires
September 15, 2026 13:10 ET (17:10 GMT)
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