{"slug": "from-bubbles-to-bottlenecks-what-wall-street-is-thinking-about-ai", "title": "From bubbles to bottlenecks, what Wall Street is thinking about AI", "summary": "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.", "body_md": "After ASML Holding ([ASML](https://finance.yahoo.com/quote/ASML/)) [raised its full-year sales guidance](https://finance.yahoo.com/markets/article/asml-stock-pops-on-strong-orders-for-advanced-chipmaking-equipment-120303217.html), 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.\n\nAfter ASML Holding ([ASML](https://finance.yahoo.com/quote/ASML/)) [raised its full-year sales guidance](https://finance.yahoo.com/markets/article/asml-stock-pops-on-strong-orders-for-advanced-chipmaking-equipment-120303217.html), 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.", "url": "https://wpnews.pro/news/from-bubbles-to-bottlenecks-what-wall-street-is-thinking-about-ai", "canonical_source": "https://ca.finance.yahoo.com/video/from-bubbles-to-bottlenecks-what-wall-street-is-thinking-about-ai-140133748.html", "published_at": "2026-07-15 14:01:33+00:00", "updated_at": "2026-07-15 14:09:44.914020+00:00", "lang": "en", "topics": ["artificial-intelligence", "ai-infrastructure", "ai-chips"], "entities": ["ASML Holding", "HSBC", "Duncan Toms"], "alternates": {"html": "https://wpnews.pro/news/from-bubbles-to-bottlenecks-what-wall-street-is-thinking-about-ai", "markdown": "https://wpnews.pro/news/from-bubbles-to-bottlenecks-what-wall-street-is-thinking-about-ai.md", "text": "https://wpnews.pro/news/from-bubbles-to-bottlenecks-what-wall-street-is-thinking-about-ai.txt", "jsonld": "https://wpnews.pro/news/from-bubbles-to-bottlenecks-what-wall-street-is-thinking-about-ai.jsonld"}}