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Stock impact report

BofA says AI excitement is eclipsing other investing opportunities [Yahoo! Finance]

Viking Holdings Ltd Ordinary Shares (VIK) 
Company Research Source: Yahoo! Finance
What we're watching What we're reading Economic data releases and earnings For every mega AI deal that has rolled through, lifting investor hopes that the AI transition is here to stay, there's a revival of jitters — whether it's chatter of an asset bubble, impatience for AI-fueled returns, or fears of ill-considered investments. A robust earnings season has helped calm those worries , even as economic warning signs have started to pile up . Some observers have pointed to a broadening rally and the prospects of other sectors playing catch-up to the tech giants as reasons for optimism not directly tied to the fate of the AI trade. Sign up for the Yahoo Finance Morning Brief By subscribing, you are agreeing to Yahoo's Terms and Privacy Policy Subscribe Other analysts see an opportunity to zig while Wall Street zags. After all, it's a big market out there. What if the market has been so focused on the growth of the AI industry and its offshoots — from chips to power pl Show less Read more
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