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Market Impact: 0.25

Alger's Ankur Crawford: Demand for Compute is Insatiable

Artificial IntelligenceCommodities & Raw MaterialsTechnology & InnovationInvestor Sentiment & PositioningMarket Technicals & FlowsAnalyst Insights

Alger EVP Ankur Crawford says demand for AI computing is insatiable and she sees continued investor interest in gold. She describes the market as directionless and choppy, implying a need for active risk management and potential relative overweight to AI-related tech exposure and defensive commodity (gold) positions.

Analysis

Alger EVP Ankur Crawford says demand for AI computing is insatiable and she sees continued investor interest in gold. She describes the market as directionless and choppy, implying a need for active risk management and potential relative overweight to AI-related tech exposure and defensive commodity (gold) positions.

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Market Sentiment

Overall Sentiment

mildly positive

Sentiment Score

0.15