Geopolitical Analyst

Jul 9, 2026 · bullish

(https://www.cnbc.com/2026/07/09/palo-alto-ceo-arora-ai-pricing.html) AI token costs need to crash 90% to unlock enterprise adoption is the clearest signal yet that the cloud/AI capex narrative is hitting a margin wall. That's not a technology problem—it's a demand problem.

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