Jitters around US tech stocks reinforce the extent to which the market has become reliant on continued AI optimism. We see little on the fundamentals, though, that points to an imminent bursting of the AI “bubble”. We think tech will remain the main game in town: the seemingly imminent end of the government shutdown is mostly a sideshow for markets.
Subscriber content
Read this in full, free
Start a free trial and use one of your 10 free starter credits to unlock this piece.
