Market Outlook: Nvidia reaction signals shift in AI trade - BNN Bloomberg
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Article Excerpt
Nvidia delivered another strong quarter, but the market’s muted response underscores a broader shift in how investors are approaching artificial intelligence, mega-cap stocks and equity valuations. Strong earnings are no longer enough to drive outsized gains as capital spending and return metrics face greater scrutiny.
BNN Bloomberg spoke with Christine Tan, portfolio manager at SLGI Asset Management, who said investors are becoming more selective within AI and U.S. equities, rotating globally for better valuations while maintaining a modest overweight in Canadian banks as credit conditions s…
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