AnalysisBusinessNovember 6, 2026

Plato's David Allen: AI selloff conflates hype with returns

Read original source →bloomberg.com

Plato Investment Management's David Allen attributed Thursday's market selloff to investors conflating AI's transformational potential with the actual investment return thesis. He discussed where he sees opportunities in tech on the sidelines of the Sohn Hearts & Minds conference in Queenstown.

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