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Comment by armcat

So I'm reading the actual IMF reports itself [1] and I come across this on the first page:

"First, although core firms in the AI ecosystem have been profitable so far—easing pressure on AI-related equity valuations—weaker or less durable investment and profitability in AI could trigger a correction"

Is that correct - that the AI firms have been "profitable"?

[1] https://www.imf.org/-/media/files/publications/gfsr/2026/oct...

parent armcat 19 days ago

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