CoinDesk Follow AI trade loses steam as infrastructure boom faces reality check Record earnings, rising competition and concerns over slowing AI spending are forcing investors to reassess one of the market's biggest trades. https://www.coindesk.com/markets/2026/07/07/ai-trade-loses-steam-as-infrastructure-boom-faces-reality-check coindesk.com Crypto News on Bluesky @crypto.at.thenote.app bsky.app