Forget commodities. EEM is now a leveraged bet on AI.
The Forgotten AI TradeWhile investors remain obsessed with the Nasdaq, one of the strongest AI trades has been hiding in plain sight. EEM has transformed into a tech-heavy beast dominated by Taiwan and Korea, and recent price action suggests investors are beginning to realize it. Momentum remains relentless, but so does the crowding.King of tech
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AI fever spreads, but are markets masking economic cracks? - The Economic Times
An $8 trillion AI stock rally faces scrutiny as traders warn that inflated token usage metrics may mask weaker demand. Nvidia…
Investors’ desire for firms with ‘heavy assets, low obsolescence’ has turned the spotlight on commodities, a sector starved of…
The investor called out a dangerous shift in focus towards AI and away from stocks considered "bellwether" indicators of U.S.…
Wall Street focused on AI chips. One investor found a 1,142% winner in the power infrastructure behind them.
AMD smashed expectations, and IBM impressed with cloud strength. Yet the Nasdaq fell, revealing Wall Street's playlist is stuck…
Reliable power, nuclear investment, data-center efficiency, and grid capacity are now core drivers of stock returns from the AI…
