The article says investors are rotating back toward major US AI spenders as they sell expensive chipmakers, but Societe Generale strategist Manish Kabra argues this rotation is unlikely to persist. The underlying message is a cautious view on the durability of the current AI equity trade despite short-term popularity improving for spenders.
The article says investors are rotating back toward major US AI spenders as they sell expensive chipmakers, but Societe Generale strategist Manish Kabra argues this rotation is unlikely to persist. The underlying message is a cautious view on the durability of the current AI equity trade despite short-term popularity improving for spenders.
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mildly negative
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