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The new anti-AI trade sweeping Wall Street: 'HALO'

Investors are bidding up companies with hefty real assets such as grids, pipelines and heavy machinery that are least likely to be replaced by artificial intelligence.

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cnbc.comStai leggendo5 mesi fa

The new anti-AI trade sweeping Wall Street: 'HALO'

Investors are bidding up companies with hefty real assets such as grids, pipelines and heavy machinery that are least likely to be replaced by artificial intelligence.

originale

theguardian.com5 mesi fa

Investment in AI-resistant ‘Halo’ companies helps push UK and EU markets to record highs

Investors are shifting toward physical assets that are partially insulated from disruption, says Goldman Sachs

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The new anti-AI trade sweeping Wall Street: 'HALO'

Investment in AI-resistant ‘Halo’ companies helps push UK and EU markets to record highs

Timeline cronologica

'Software will eat AI,' HSBC says. Here are the bank's top picks

Wall Street loves this 'AI-proof retail compounder'

The new anti-AI trade sweeping Wall Street: 'HALO'

Investment in AI-resistant ‘Halo’ companies helps push UK and EU markets to record highs

Investors beware: These stocks are the most at risk from AI disruption