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  "description": "Concerns about CapEx and Claude Cowork...",
  "path": "/wall-street-ai-capex/",
  "publishedAt": "2026-02-05T22:48:10.000Z",
  "site": "https://spyglass.org",
  "tags": [
    "the \"DeepSeek Moment\" a year ago",
    "Subscribe now"
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  "textContent": "Stocks! As it turns out, they go down too. How easily we forget, but the past few days have been a good reminder and/or wake-up call depending on your positions. In some ways, there are parallels to the \"DeepSeek Moment\" a year ago. In other ways, this drop is more nuanced. And perhaps more natural...\n\n### This post is for subscribers only\n\nBecome a member to get access to all content\n\nSubscribe now",
  "title": "Wall Street Starts to Turn on AI",
  "updatedAt": "2026-04-30T16:36:55.143Z"
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