Market Outlook: Oil surge and AI spending reshape global equities [BNN Bloomberg (Canada)]
SCHNEIDER ELEC UNSP/ADR (SBGSY)
NASDAQ:AMEX Investor Relations:
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Source: BNN Bloomberg
BNN Bloomberg spoke with Johnny Russell, portfolio manager of global equities at Amova Asset Management, about how massive AI-related capital spending and shifting investor sentiment are driving major rotations across sectors and regions. Key Takeaways Oil rising above $100 a barrel is adding pressure to equities as investors weigh the risk of a prolonged Middle East conflict. Massive AI infrastructure spending — expected to reach roughly $650 billion in 2026 — is shifting investor focus toward industrial and energy supply chain companies. Companies tied to power infrastructure, cooling systems and electrical equipment are benefiting from rising demand tied to data centre expansion. Software stocks have faced an indiscriminate selloff as investors reassess pricing power and competitive advantages in the age of AI. Higher gasoline prices act as a tax on consumers, potentially weighing on consumer-facing sectors while favouring more defensive businesses. Read the full tra
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