Rebecca Patterson says capital is continuing to move out of the United States, and that shift could keep pressure on…
Browsing: AI trade
The top economic adviser of a $1.9 trillion firm says the market’s infatuation with AI has faded. In a new…
Banking titans JPMorgan Chase and Goldman Sachs say the AI trade is not broken, but it is changing, following the…
ARK Invest CEO Cathie Wood says the market is still treating the AI boom like a trauma response. In a…
Veteran investor Tom Lee says a shift is underway in the AI trade, but notes that it is not the…
Banking titan Goldman Sachs warns that a sharp turn in the AI trade could be the catalyst that finally breaks…
The International Monetary Fund (IMF) is sounding the alarm about the AI trade, warning that a mismatch in hype and…
I/O Fund lead tech analyst Beth Kindig says investors taking profits now on their Big Tech positions might be jumping…
A top Bank of America market strategist says investors chasing the AI trade should focus less on who is spending…
A top market strategist at the banking giant Morgan Stanley believes that the AI trade is cooling, but the money…