Registration
 
All news
Top Stories
Editors' Picks
Stocks
Crypto
Economics
Currencies
Commodities
Business & Wealth
Market Voices
Yulia Slavina
Yulia Slavina

A slowdown in AI capex growth could undermine earnings expansion, Bob Elliott warns

A slowdown in AI capex growth could undermine earnings expansion, Bob Elliott warns
AI capex slowdown risk for earnings

Bob Elliott, co-founder and CIO at Unlimited, said this week that a slowdown in artificial intelligence capital expenditure growth risks weakening corporate earnings growth and, in turn, undermining the current expansion in asset prices.

Elliott made his remarks during an appearance on CNBC.

Elliott previously appeared on CNBC to discuss challenges facing the AI trade and highlighted potential opportunities in bonds, according to a prior interview. More recently, Bloomberg reported that Anthropic IPO buyers now see company valuation as low as $1.1 trillion, down from earlier figures of $2 trillion, as noted in another report. These developments reflect shifting expectations around AI sector growth and valuations.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

Editor's Picks for You

Trustee Founder Vadym Hrusha: The future of crypto payments belongs to AI agents
  • By Pavlo Kot
  • 8 hours ago
Trustee Founder Vadym Hrusha: The future of crypto payments belongs to AI agents
Editors' Picks
China’s crypto paradox: A booming market despite the ban?
  • By Alena Volkova
  • 15 hours ago
China’s crypto paradox: A booming market despite the ban?
Editors' Picks
Global Microsoft outage: What happened and how serious is it?
  • By Mikhail Vnuchkov
  • Yesterday
Global Microsoft outage: What happened and how serious is it?
Editors' Picks
All Editors' Top Picks

Latest Bob Elliott News

Bob Elliott: Recent market reversal has impacted hedge fund industry
  • By Ksenia Gerey
  • Yesterday
Bob Elliott: Recent market reversal has impacted hedge fund industry
Market Voices
#Bob Elliott
OpenAI posts $13.5 billion operating loss against $10 billion in revenue, Bob Elliott notes
  • By Eugene Komchuk
  • 11.11.2026
OpenAI posts $13.5 billion operating loss against $10 billion in revenue, Bob Elliott notes
Market Voices
#Bob Elliott
Bob Elliott: Asian exporters see continued demand from U.S. AI expansion
  • By Ksenia Gerey
  • 10.11.2026
Bob Elliott: Asian exporters see continued demand from U.S. AI expansion
Market Voices
#Bob Elliott
All Bob Elliott News
  • Pavlo Kot
  • 8 hours ago
Trustee Founder Vadym Hrusha: The future of crypto payments belongs to AI agents
  • Alena Volkova
  • 15 hours ago
China’s crypto paradox: A booming market despite the ban?
  • Mikhail Vnuchkov
  • Yesterday
Global Microsoft outage: What happened and how serious is it?
  • Dmytro Kharkov
  • Yesterday
Meme stocks vs. memecoins: Same viral frenzy, different endgames
  • Anastasiia Chabaniuk
  • 12.11.2026
Better than Bitcoin? The coins that tried to dethrone the king
  • Pavlo Kot
  • 1 min ago
Nvidia CEO Jensen Huang exits suddenly and BTC sells off to $69K, Anthony Pompliano discusses
  • Eugene Komchuk
  • 1 min ago
Business model depends on BTC commerce growth, Alex Bosworth notes
  • Ksenia Gerey
  • 1 min ago
Peter Mallouk: Stocks have historically gained 38% to 49% across presidential terms
  • Mikhail Vnuchkov
  • 2 min ago
NVDA deals relied on Jensen Huang leadership, Elon Musk notes
  • Mykhailo Ihnatenko
  • 2 min ago
Lawrence Lepard: AI, CRE, hedge funds, chip companies may seek support from U.S. Federal Reserve
Top News
  • Jainam Mehta
  • 1 hour ago
Goldman Sachs forecasts 19% return for Asian stocks in 2027
Goldman Sachs forecasts 19% return for Asian stocks in 2027
  • Sholanke Dele
  • 5 hours ago
Oil prices fall nearly 25% in a month despite Iranian tanker attacks
Oil prices fall nearly 25% in a month despite Iranian tanker attacks
  • Darina Pashchenko
  • 6 hours ago
Bitcoin plunges below $67,000 as crypto liquidations reach $656 million
Bitcoin plunges below $67,000 as crypto liquidations reach $656 million
  • Pavlo Kot
  • 8 hours ago
Trustee Founder Vadym Hrusha: The future of crypto payments belongs to AI agents
Trustee Founder Vadym Hrusha: The future of crypto payments belongs to AI agents
  • Ivan Andriyenko
  • 23 hours ago
Bessent warns Fed against aggressive rate hikes amid energy shock
Bessent warns Fed against aggressive rate hikes amid energy shock
Live News
  • Mykhailo Ihnatenko
  • Now
AMD stock faces profit-taking risk as AI momentum builds
  • Olga Shendetskaya
  • Now
Eurozone economy outperforms expectations, strengthening case for ECB rate hike
  • Anton Kharitonov
  • Now
EUR/USD remains under pressure as dollar strength threatens a drop to 1.1000
  • Mykhailo Ihnatenko
  • Now
Ethereum drops below $2,000: Can ETH recover amid $1.64 billion in crypto liquidations?
  • Pavlo Kot
  • Now
Indian authorities raid CoinDCX and Delta Exchange over suspicious crypto transactions
Who We Are
Business Solutions
For Users
TU News
Popular Sections
Disclosures
CONTACT US
Legal
We are in Social Media
© IAFT Ltd., 2010-2026 All rights to the website are owned by IAFT Ltd.,
Registration number - HE 336186
  • Risk disclosure:

    Information on the TradersUnion.com website is for informational purposes only and does not constitute any motive or suggestion to visitors to invest money. Moreover, we hereby warn you that trading on the Forex and CFD markets is always a high risk. According to the statistics, 75-89% of customers lose the funds invested and only 11-25% of traders earn a profit. Trading in futures and options carries substantial risk of loss and is not suitable for every investor.

    That is why you should only invest money that you are prepared — or can afford — to lose at such high risks. Tradersunion.com does not provide any financial services, including investment or financial advisory services. Also, the Traders Union is not a broker and does not get money for trading in the Forex or CFD markets. Our website only provides information on brokers and the markets and helps its users to select the best brokerage company based on detailed information and objective analysis of brokers.

  • Disclaimer:

    Traders Union (TradersUnion.com) shall not be liable for the consequences of trading decisions made by the Client and for the possible loss of his capital resulting from the use of this website and information published on it.

    Forex market, CFD and cryptocurrency trading involves high risks and is not suitable for everyone. Before investing money, you need to adequately assess the level of your expertise and be aware of the risks, particularly in the context of trading with leverage. The information on this website is not intended for distribution or use by any person in any country or jurisdiction, where such distribution or use would be in violation of the local law or regulation. Any payments by Traders Union (TradersUnion.com) to the users of our website shall be legally interpreted solely as an incentive on our part for the activity on the website in the form of a deduction of a part of the advertising income; they shall not be a subject of any claims of our users or our obligations, a subject of disputes, as well as cannot be considered in relation to the services provided to users by brokers, both in fact and in their completeness and volume. The administration of the website shall not be liable for the content of user comments and reviews about the companies and shall not verify whether the authors of the reviews are indeed real clients of a specific company. All reviews, both negative and positive are published on the website without verification of their reliability; only offensive reviews that call for violence or any kind of discrimination and also reviews published from one group of IP addresses are moderated and removed. The authors of the materials shall be fully liable for the accuracy, completeness and impartiality of any information in the articles and reviews, including in the context of their use or mention of any brand names or trademarks. All mentions of the names of companies and their brands in any materials on the website shall be made in the context of communication of socially important information to the people about their activities by independent journalists, who are the authors. All evaluations and indicators on the website express the subjective opinion of the authors of the reviews (articles) and shall not be viewed as accurate statements and be a subject of disputes and claims against Traders Union.

  • Disclosure of advertisers and revenues:

    All the services on the Tradersunion.com website are free for you to use. Our team spends thousands of hours per annum researching brokers and gathering information about them to help investors all over the world to choose reliable companies and to avoid fraudsters.

    Indeed, the curating, sourcing, and organization of this process requires substantial financial investment by Tradersunion.com, which the website earns in the form of advertising payments. There are two types of advertising services on the website — direct advertising or partner (broker) participation programs. However, no services purchased by our partners shall affect the recommendations on our website, or our opinions, or ratings. Our ratings are based on our objective rating criteria and methodology; and the results are always equally and fairly applied to each broker. The work of our content authors and research groups does not involve any interaction with our advertisers and they do not have access to data concerning the amount of advertising purchased. For over 10 years we consider our independence, absolute openness, and objectivity as our main priority. Please follow the links to each of our affiliated broker’s websites. This will help Tradersunion.com to continue to provide our services to you for free.

onepercentfortheplanet.org https://gdpr.eu/ GDPR World Association of News Publishers