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Christopher Wood warns of AI fatigue. Why Jefferies is turning to India and China
Christopher Wood of Jefferies warns that the AI trade is showing signs of fatigue as investors seek cheaper value opportunities. With India and China positioned to benefit from a rotation away from crowded AI winners, Wood believes picks-and-shovels companies will continue to outperform amid massive AI capex and uncertain monetisation.
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economictimes.indiatimes.com
Christopher Wood warns of AI fatigue. Why Jefferies is turning to India and China
Christopher Wood of Jefferies warns that the AI trade is showing signs of fatigue as investors seek cheaper value opportunities. With India and China positioned to benefit from a…
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thehindubusinessline.com
Are the markets witnessing ‘AI fatigue’? Jefferies says US tech earnings to test investment cycle
US tech earnings will gauge AI investment viability amid debates on 'AI fatigue' and shifts towards cheaper markets, says Jefferies.
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Global Market: AI stocks take a breather after blistering rally as investors reassess valuations
AI-linked stocks are showing signs of fatigue as investors lock in profits. Semiconductor and memory-chip makers have seen sharp retreats from recent highs. Investors are now…