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

> Source: <https://ca.finance.yahoo.com/video/from-bubbles-to-bottlenecks-what-wall-street-is-thinking-about-ai-140133748.html>
> Published: 2026-07-15 14:01:33+00:00

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.

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.