Bond investors diverge on AI’s rates impact
While many agree the technology will drive growth, questions remain over the timing and inflationary impact
Shares in artificial intelligence chip maker Nvidia have more than quadrupled in two years. Oracle shares jumped 36% on September 10 after the database software company’s financial statement showed it was cashing in on the AI boom. That kind of zeal for AI among equity investors, though, is unmatched by their bond-trading peers.
“On the equity side, there’s max enthusiasm,” says Brij Khurana, a
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