EPISODE · Jun 26, 2024 · 3 MIN
Why are investors moving away from AI? | Morning Markets
from True Potential Morning Markets · host True Potential
Matt Henderson, Portfolio Manager, looks into why some investors are moving away from AI and semiconductor associated names which have seen great success and into the rest of the market. We also get a look into the consumer confidence data released yesterday and what it tells us about the US economy as well as a look ahead to the market expectations for the upcoming PCE (personal consumption expenditures) reading from the Federal Reserve.
What this episode covers
Matt Henderson, Portfolio Manager, looks into why some investors are moving away from AI and semiconductor associated names which have seen great success and into the rest of the market. We also get a look into the consumer confidence data released yesterday and what it tells us about the US economy as well as a look ahead to the market expectations for the upcoming PCE (personal consumption expenditures) reading from the Federal Reserve.
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Why are investors moving away from AI? | Morning Markets
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