Tag: investor sentiment

A recent Bank of America survey reveals that a record 54% of global fund managers now perceive AI stocks as being in a bubble, a significant shift from the previous month. This sentiment emerges despite a strong rally in tech stocks, particularly the Nasdaq 100, driven by AI enthusiasm and anticipated productivity gains. While some strategists caution against premature fears of a tech bubble, concerns over stretched valuations and broader economic risks like trade tensions are tempering market optimism.