Chris Wood’s big warning: The specific risk that will finally trigger the end of AI trade
- Posted on June 27, 2026
- By Business News Today
- 0 Views
- 1 min read
Chris Wood’s big warning: The specific risk that will finally trigger the end of AI trade
Jefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot generate adequate returns on massive AI investments. He warns that concerns over capital misallocation, rather than supply, could trigger a prolonged pause in the AI trade.
