AI trade

The AI trade is the sector focused on investing in companies and technologies involved in artificial intelligence, including hardware, software, and applications.

Why it’s in the news: It is in the news due to its volatile performance, with recent gains, pullbacks, and shifting investment strategies among major fund managers.

Latest on AI trade

• After a 33% gain in the first half, this fund manager grew tired of the AI trade. Here’s where he’s looking now.
• ‘Diverging’ trajectories: Taiwan dethrones South Korea atop global markets as AI trade widens
• Global AI trade could revive after recent pullback, JP Morgan says
• AI trade outlook brightens on falling oil and Meta’s Muse agent ahead of Xi-Trump meeting
• China’s AI trade favours global winners over local champions
• How this market-beating fund is constantly shifting to keep up with the AI trade
• The development has fueled optimism in the sector.
• if the AI trade blows up
• Global AI trade flashing signals reminiscent of the dotcom bust, analysts warn
• AI trade roars back as Meta’s personal agent fuels optimism
• Tech, Media & Telecom Roundup: Market Talk

Connections

8 entities linked to AI trade across the news graph.