"We may be approaching the point where optimism around the long-term positive impact of the AI buildout is going to crash against a wall of higher yields, higher inflation and lower growth”

(Bloomberg) -- The artificial-intelligence trade locked in fresh gains on Monday, allowing global equities to shrug off a rebound in oil prices as the US and Iran remained…

(Bloomberg) -- Equities retreated from all-time highs as progress toward a US-Iran peace deal stalled and investors paused after a rally in artificial intelligence stocks.