Altimeter Capital says the AI trade is entering a phase where stock selection matters more than narratives, as infrastructure spending…
Browsing: AI trade
The US stock market’s growing dependence on a small group of AI leaders, particularly OpenAI, is creating a fragile setup…
A veteran investor believes that the rally driven by the AI trade is not over, despite numerous calls that 2026…
A senior Wells Fargo strategist says the artificial intelligence investment boom is far from over, but investors may want to…
Banking giant Citi says investors in the AI trade should start looking at other sectors of the market, especially those…
Banking giant Wells Fargo says it is playing the AI trade differently in 2026, while focusing on another sector it…
Dan Ives says the AI trade is entering a new phase, with monetization now becoming the dominant driver after years…
JPMorgan Chase says the artificial intelligence trade is entering a more competitive and financially demanding phase, as markets shift from…
Google DeepMind co-founder and CEO Demis Hassabis believes investors will overreact to the AI boom, as parts of the artificial…
A sharp pullback across stocks linked to the AI trade may be masking early signs of a tradable bottom, setting…