One Point BFG Wealth's Boockvar: Investors starting to question if AI trade is reaching peak capex - CNBC

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One Point BFG Wealth's Boockvar: Investors starting to question if AI trade is reaching peak capex  CNBC
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https://www.cnbc.com/video/2026/11/13/one-point-bfg-wealths-boockvar-investors-starting-to-question-if-ai-trade-is-reaching-peak-capex.html
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