The AI boom is powering momentum stocks to their best returns in decades, with the market’s hottest names continuing to advance despite concerns that the Iran war could slow growth. The article highlights strong risk-on positioning and sustained investor appetite for AI-linked equities, even as geopolitical uncertainty remains a macro headwind.
The AI boom is powering momentum stocks to their best returns in decades, with the market’s hottest names continuing to advance despite concerns that the Iran war could slow growth. The article highlights strong risk-on positioning and sustained investor appetite for AI-linked equities, even as geopolitical uncertainty remains a macro headwind.
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moderately positive
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