The AI Buildout on Trial
The Daily Spill · November 1, 2026
The Nasdaq 100 has dropped into correction territory for the third time this year, after its sharpest monthly slide since March 2025. Behind it: about $800 billion in AI spending committed by the five largest tech companies, with industry-wide spending approaching $1 trillion. The prosecution says it's a bubble built on borrowed money and negative cash flow. The defense says it's the buildout of the century, backed by real demand. No ruling from the bench; the verdict is yours. Tap the verdict button to cast your vote.
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Is the AI buildout a bubble about to pop, or the buildout of the century?
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Voting closes Nov 02, 2026 at 06:00 AM EST.
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