start your day: liquidity is rebounding, quantitative tightening ending Dec 1, and the Fed turning dovish. ARK Invest predicts a reversal in AI and crypto markets, citing a surge in commercial AI spending. Despite concerns, the firm sees this as the start of a new cycle, not a bubble. Ark Invest CEO Cathie Wood warns of an impending AI bubble burst, citing overvaluation and excessive hype. Wood predicts a correction of at least 80% in the AI sector, with potential for significant losses for investors. The warning comes amid growing concerns about the sustainability of current market trends.

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