AnalysisBusinessAugust 4, 2026

AI boom fuels small-cap rally, FTSE Russell's Indrani De warns

FTSE Russell's Indrani De says the AI rally is broadening into small caps, banks and industrials. She warns massive capex makes markets more vulnerable to rate hikes and volatility.

1 source

Daily brief

Get tomorrow's AI brief in your inbox

More stories today

Open the live feed