UPDATED MON 02 NOV · 02:16 UTCLIVE
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AI spending, bubble worries and AI policy

Markets debate whether AI capex is a bubble as Korea doubles AI funding and claims circulate about Claude text watermarking.

What we know

An account on X warns Nasdaq valuations exceed 2000, while Korea plans 21.3T won for AI. Another account on X RTs that agentic AI is where gains lie. An unverified claim says Anthropic will watermark Claude text from Nov 3.

By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.