Strategists say AI stock selloff reflects reassessed boom pace
Read original source →bloomberg.comMorgan Stanley's Jitania Kandhari says markets now want "not AI at any price, but AI with profit." T. Rowe Price's Tony Wang attributes the selloff to crowded positioning and leverage, while Academy Securities' Peter Tchir expects mechanical selling to deepen it.
How this story unfolded
6 days · 13 reports · 1 community post · from Oct 31
- Oct 31
- Nov 2
Oaktree’s Howard Marks Says AI Stumbles Boosted Skepticismbloomberg.com
Howard Marks Says AI Stumbles Have Boosted Skepticismbloomberg.com
UBS' Fowler Sees Appetite for Buying Back Into AI Tradebloomberg.com
Yardeni Says Bond Vigilantes Are Allocating Credit Properlybloomberg.com
Nasdaq 100 Enters Correction as Megacap Results Amplify AI Fearsbloomberg.com
- Nov 3
- Nov 5
Asia’s Richest Banker Uday Kotak Sees AI Correction Boosting Flows to Indiabloomberg.com
AI Selloff Is a 'Modest Wave' in a Multiyear Cycle, Bernstein's Chaloff Saysbloomberg.com
Jim Cramer says the AI trade is not going away as Nasdaq enters correctioncnbc.com
AI Selloff Has Room to Go on Mechanical Selling, Says Academy’s Tchirbloomberg.com
AI Fears Rattle Wall St., Safe Havensbloomberg.com
Markets Reassessing Pace of AI Boom, T. Rowe Price's Wang Saysbloomberg.com
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