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There’s Been a Subtle Shift in the AI Zeitgeist

There’s Been a Subtle Shift in the AI Zeitgeist
Bloomberg Markets Friday 26 June 2026, 16:05 UTC By Joe Weisenthal, Tracy Alloway 1 min read
Key Points

There’s Been a Subtle Shift in the AI Zeitgeist Investor enthusiasm is rebalancing. This article is for subscribers only. Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe.

There’s Been a Subtle Shift in the AI Zeitgeist Investor enthusiasm is rebalancing. This article is for subscribers only. Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting with us, check out the Odd Lots Discord, where you can hang out and talk with us and with other listeners 24/7. [Image text:] HPE OnVIDIA AMD AIMod POD Modular data centers for the Al era HP AIM Mod fortl
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