#AI trade
articles
Markets
AI's Infrastructure Boom Is Now an Inflation Risk for Stocks and Bonds
Computer, software and energy costs tied to AI are pushing inflation higher now, complicating Fed policy and lifting Tre...
Markets
S&P 500 Closes at Record High as Cooling Inflation Fuels Fed Pause Bets
US stocks rose Thursday, with the S&P 500 hitting a record close as softer producer price data reinforced bets that the ...
Markets
Michael Burry's SOXX Short Looks on Track After Chip ETF's Worst Month Since 2008
Michael Burry's bearish wager on the iShares Semiconductor ETF is paying off: SOXX fell 21% in July, its worst month sin...
Markets
India’s Appeal Grows as FOMO-Driven AI Trade Unwinds in Asia
After a punishing correction in AI-linked Korean and Taiwanese stocks, veteran investor Sachee Trivedi says India’s valu...
Markets
Materials Stocks Surge as AI Copper Trade Lifts ASX to Fourth Straight Monthly Gain
Rising copper demand from AI infrastructure sends ASX materials stocks higher, offsetting declines in healthcare and con...