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06.11.26 - 00:01
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Markets Are Reevaluating AI ′Speed Limit,′ Schwab′s Sonders Says (Bloomberg)
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Liz Ann Sonders, chief investment strategist at Charles Schwab, says investors are reassessing the financial burden on hyperscalers, including their use of credit and equity financing, and whether returns on investment justify the cost of capital. She speaks on "Bloomberg The Close." (Source: Bloomberg)...
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05.11.26 - 23:01
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Markets Reassessing Pace of AI Boom, T. Rowe Price′s Wang Says (Bloomberg)
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Tony Wang, science and technology equity strategy portfolio manager at T. Rowe Price, says the AI boom is not necessarily over, but markets are reassessing its pace, feasibility and long-term returns. Speaking on "Bloomberg The Close," Wang attributes the selloff to crowded positioning, leverage and momentum-driven trading. (Source: Bloomberg)...
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05.11.26 - 22:30
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The AI sell-off is a taste of things to come (SCMP)
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There are good reasons for investors to be bullish about artificial intelligence (AI). The earnings of technology firms in the S&P 500 are expected to increase 54 per cent this year. For the index as a whole, profits will rise 33 per cent, turbocharged by the tech and energy sectors, data from FactSet shows.
In Asia, the impact of the AI boom is even more profound. Corporate earnings in South Korea and Taiwan, the two leading semiconductor hubs, are expected to grow a staggering 283 per cent and......
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