TechBloomberg Tech1h ago
The Stocks That Could Survive an AI Bust
TL;DRSome stocks may weather an AI market downturn better than others if hype outpaces reality.
Why it matters: Tech investors need to identify resilient holdings before potential AI bubble deflation occurs.
Merryn Somerset Webb speaks with Blue Whale Growth Fund Chief Investment Officer Stephen Yiu about what could derail the artificial intelligence boom — and where investors might look if it does. They discuss whether today’s enthusiasm is masking an earnings bubble, how investors…
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