Top Economist Warns 'High Concentration' of Semiconductor Stocks Isn't a Real Bull Market: 'Beware'
Steve Hanke warns that semiconductors’ 15% market share and narrow AI-led gains make the U.S. stock rally vulnerable despite strong earnings.
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Goldman Sachs Strategist Sees AI Boom Outpacing Bonds as Higher Rates Raise Market Risks: 'Long compute…Long Neoclouds…Long Data Centers'
Goldman Sachs strategist favors AI infrastructure, neoclouds and data centers over long-term bonds as rates stay higher.
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