AI infrastructure buildout is broadening market participation beyond a small group of mega-cap tech stocks, according to Bank of Montreal chief market strategist Carol Schleif. The message is constructive for AI-linked equities and suggests a wider cross-section of the market is benefiting from the spending cycle. Impact is likely limited to sentiment rather than a major near-term price catalyst.
AI infrastructure buildout is broadening market participation beyond a small group of mega-cap tech stocks, according to Bank of Montreal chief market strategist Carol Schleif. The message is constructive for AI-linked equities and suggests a wider cross-section of the market is benefiting from the spending cycle. Impact is likely limited to sentiment rather than a major near-term price catalyst.
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