Jim Cramer Sees AI Spending 'Revulsion' Clash With 'Desperate' Demand As Top Analyst Warns AI Investments Mirror Dotcom Bubble On 'Steroids'

1. Cramer highlights caution amid AI sector's capital expenditure surge. 2. GQG Partners warns of potential AI bubble, likening it to dot-com era. 3. S&P 500 weight now reflects 35% in companies trading over 10x sales. 4. GQG suggests better investment opportunities outside the tech sector. 5. Tech firms face deteriorating fundamentals, raising concerns for investors.