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14.10.25 - 14:06
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China Hits Back at US, Survey says AI Stocks in a Bubble | The Opening Trade 10/14 (Bloomberg)
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Global equities fell after China upped the ante in its trade dispute with the US, stirring fresh concerns over tensions between Beijing and Washington at a time when stocks look stretched after a relentless rally.
A record share of global fund managers said artificial intelligence stocks are in a bubble following a torrid rally this year, according to a survey by Bank of America.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Lizzy Burden. (Source: Bloomberg)...
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14.10.25 - 13:06
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AI Stocks Are in a Bubble, BofA Fund Manager Survey Finds (Bloomberg)
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A global survey by Bank of America finds a record share of global fund managers saying artificial intelligence stocks are in a bubble, which was viewed as the biggest market tail risk. Elyas Galou, senior investment strategist at BofA Securities, runs through the findings of the bank's global fund manager survey. (Source: Bloomberg)...
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14.10.25 - 04:45
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Commodity: BofA Forecasts Gold/ Silver to Reach USD5K/ USD65 Next Yr (AAStocks)
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Bank of America has raised its price forecasts for precious metals. The targets for next year's gold and silver prices per ounce are now at USD5,000 and USD65, with the annual average price forecasts at USD4,400 and USD56.25, respectively.The bank noted that investors would need to ramp up their gold purchases by 28% for gol......
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