Ii-Stocks

Ken Griffin claims that investors are almost definitely in an AI bubble, but notes that companies that overcome such bubbles often become market leaders.

Richard Bernstein, Chief Macro Strategist at Janus Henderson, explains how the selloff in AI stocks may attract interest in small companies.

Goldman Sachs sees investment opportunities in debt instruments due to market volatility and the resilience of credit markets.

JPMorgan emphasizes the importance of revenue growth in the AI sector and the lack of factors for recovery.