Fundstrat’s Tom Lee says a long-awaited rotation may be taking shape as some of the most beaten-down stocks in decades…
Browsing: AI trade
Goldman Sachs says shorting the AI‑driven market means betting against nearly every major force powering US equities right now. In…
Investor Michael Burry, who famously called the 2008 housing collapse, has placed a multibillion-dollar wager targeting names at the center…
A senior strategist at Goldman Sachs says investors crowded into the AI trade may face an unexpected outcome by year-end.…
A major asset manager says the AI trade is nowhere near exhausted, despite investors worrying that the sector’s explosive run…
A leading stock market and crypto asset bull says investors are misreading the current pullback. In a new CNBC interview,…
JPMorgan says the AI investment cycle is not a bubble but a natural phase of innovation, where early “circular” deals…
Fundstrat’s Tom Lee says the US market’s strength isn’t a sign of speculative excess but a reflection of powerful structural…
A top executive at $100 billion private equity giant Vista Equity Partners believes the AI supercycle isn’t set to pop.…
Goldman Sachs executive Ashok Varadhan says the AI trade still has room to run despite signs of investor exuberance. In…