Banking giants Morgan Stanley and Bank of America (BofA) are issuing a warning about the AI trade, noting that buying…
Browsing: AI trade
The global head of equities at JPMorgan Asset Management says one of the most debated equity trades in the market…
The investor known for calling the 2008 housing market collapse is betting against one of the most crowded trades in…
Scott Chronert, head of US equity strategy at Citi, says the market is underestimating how large and how long the…
A senior Goldman Sachs Asset Management executive says the recent slowdown in one of the market’s most important trades may…
Rebecca Patterson says capital is continuing to move out of the United States, and that shift could keep pressure on…
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…