CIO Thoughts: Are We Experiencing an AI Bubble?

Good morning, The left chart, courtesy of JP Morgan, shows the stock concentration in the S&P 500 since the 1960s. Unfortunately, concentration risk can worsen, as we saw in the Nifty 50 era. Brace yourself, as Astoria thinks we are still in the early stages of this AI trade. We still argue that there is [...] The post CIO Thoughts: Are We Experiencing an AI Bubble? appeared first on ETF Trends .