AnalysisBusinessOctober 15, 2026

Rothschild & Co Redburn analyst: AI trade resilient to rising rates

Read original source →bloomberg.com

Timm Schulze-Melander, Technology Hardware and Semiconductor Research Head at Rothschild & Co Redburn, said the AI trade has proven "remarkably resilient" to rising rates and supply-demand shifts. He described the current period as "a very powerful platform change."

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