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Market hits highs with risky valuations; AI leaders show cash flow issues amid rising competition.

Market News
10 Jul 2026
Seeking Alpha
View Source
Bearish
pluang ai news

The market trades near all-time highs with extreme valuations largely driven by passive investing. Key AI companies like Oracle and Amazon report negative free cash flow despite positive earnings, raising concerns about sustainability. Emerging AI firms such as OpenAI and Anthropic face profitability challenges and growing competition from cheaper alternatives and Meta Platforms. Investors are urged to question market fundamentals amid these risks.

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