AI boom fuels small-cap rally across banks and industrial stocks
FTSE Russell's Indrani De says the AI boom is spreading into small caps, banks and industrial stocks. She warns massive capital spending is making markets more vulnerable to higher rates and volatility.
1 source
Daily brief
Get tomorrow's AI brief in your inbox
More stories today
- Pokee-Isaac 28B V0 offers 10M-token context and tool use
- Goodfire Silico helps frontier AI research on vision models
- Codex creates CAD design for lost coffee grinder lid
- Not Diamond launches Code model router for coding agents
- Opus 4.8 quality at half the cost touted for agent infrastructure