AI bubble stress test: market ructions signal fragility ahead of potential burst
Published 3 d ago1 sourceEvidence: Reported
Spanish real estate SOCIMI Merlin Properties acknowledges increased volatility in its shares due to its exposure to AI data centers, specifically its contract with US firm CoreWeave. The company, traditionally a stable real estate play, is now feeling the turbulence of the AI rally, marking a shift in its risk profile. This highlights the growing market sensitivity of real estate firms to tech-sector dynamics.
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