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[ARTICLE · art-60604] src=ca.finance.yahoo.com ↗ pub= topic=artificial-intelligence verified=true sentiment=· neutral

From bubbles to bottlenecks, what Wall Street is thinking about AI

HSBC strategist Duncan Toms said Wall Street's focus on AI has shifted from concerns about a bubble to discussions about emerging bottlenecks, following ASML Holding's raised full-year sales guidance.

read1 min views1 publishedJul 15, 2026
From bubbles to bottlenecks, what Wall Street is thinking about AI
Image: Ca (auto-discovered)

After ASML Holding (ASML) raised its full-year sales guidance, HSBC strategist Duncan Toms comments on how Wall Street's dialogue around the AI bubble has shifted into discussions of AI bottlenecks beginning to materialize.

After ASML Holding (ASML) raised its full-year sales guidance, HSBC strategist Duncan Toms comments on how Wall Street's dialogue around the AI bubble has shifted into discussions of AI bottlenecks beginning to materialize.

source & further reading
ca.finance.yahoo.com — original article AI stock frenzy drives record revenue at Morgan Stanley, capping big bank earnings blowout Smartphone shipments hit 13-year low in Q2 as AI memory shortage hammers industry ASML stock pops on strong orders for advanced chipmaking equipment
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