
Invesco’s Fiona Yang said the AI trade is not over, but parts of the market have become stretched. Her comments suggest caution around tech/AI positioning, as valuations and market dynamics may be limiting near-term upside even while the broader AI trend persists.
Invesco’s Fiona Yang said the AI trade is not over, but parts of the market have become stretched. Her comments suggest caution around tech/AI positioning, as valuations and market dynamics may be limiting near-term upside even while the broader AI trend persists.
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mildly negative
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