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Will The AI Rally Continue?
Manage episode 375293855 series 3411945
Host Roukaya Ibrahim talks to BCA Research’s Chief US Equity Strategist Irene Tunkel about the implications of the AI boom on US equities. Is there scope for semi-stocks to rally further? Will growth stocks outperform value stocks? And will Nvidia’s results catalyze another upleg for the S&P 500?
50 episodes
Manage episode 375293855 series 3411945
Host Roukaya Ibrahim talks to BCA Research’s Chief US Equity Strategist Irene Tunkel about the implications of the AI boom on US equities. Is there scope for semi-stocks to rally further? Will growth stocks outperform value stocks? And will Nvidia’s results catalyze another upleg for the S&P 500?
50 episodes
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