OpenAI & Anthropic Prove the AI Revolution is Just Starting

AI sector fundamentals appear resilient despite ongoing geopolitical tensions that are elevating investor anxiety. For portfolio managers, this suggests maintaining or selectively increasing exposure to AI-related equities based on fundamentals rather than short-term geopolitical noise, while continuing to monitor event-driven risk.

Analysis

AI sector fundamentals appear resilient despite ongoing geopolitical tensions that are elevating investor anxiety. For portfolio managers, this suggests maintaining or selectively increasing exposure to AI-related equities based on fundamentals rather than short-term geopolitical noise, while continuing to monitor event-driven risk.