In brief

• Yardeni says the U.S. AI bubble is starting to fade without bursting

• Ari Wald from Oppenheimer says the market lacks strength, but expects a rebound later this year

• Will Anthropic's IPO money help U.S. AI cloud, which Musk warned could be lost?

Read the original story: Yardeni says the AI bubble is deflating, not bursting, as the bond market comes into play, by Darryn Pollock at th.beincrypto.com