The Halo trade: a fad or the future?
Some commentators believe Heavy Assets, Low Obsolescence companies could be an investment antidote to markets ravaged by AI
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AI + Halo = $$$
A techno-industrial boomlet
Why molecules matter in the age of the Halo trade
Capital-intensive industries are taking their revenge on the service sector
The AI debt boom does not augur well for investors
The surge in investment may end up looking more like previous cycles of over-optimism and heavy capital spending
Investors seek protection from risk of AI debt bust
Trading in insurance-like products that protect against tech company defaults is booming
The economic question we forget to ask about AI
Forget the singularity and robot takeovers; what matters is who captures the value added
Old IT makes its bid for AI relevance
Pendulum is swinging back to companies in areas such as servers, more general chips and software