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Will The AI Rally Continue?

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Manage episode 375293855 series 3411945
Content provided by BCA Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BCA Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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?

  continue reading

50 episodes

Artwork
iconShare
 
Manage episode 375293855 series 3411945
Content provided by BCA Research. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BCA Research or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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?

  continue reading

50 episodes

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