James E. Thorne warns the Magnificent 7’s historic CapEx boom could slow sharply by late 2027, potentially driving consolidation in crowded AI and infrastructur

BWB News TV • 2026-07-26 14:11 UTC • By Billy Odell Tucker-Robinson

James E. Thorne warns the Magnificent 7’s historic CapEx boom could slow sharply by late 2027, potentially driving consolidation in crowded AI and infrastructure trades even as value stays concentrated.

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