3 Possible Paths Forward for AI Stocks (Bull Case, Bear Case, Base Case) -- and How to Invest for Each
Artificial intelligence (AI) has become the biggest story, the central story, perhaps the only story that matters to the stock market right now. But many investors are getting anxious. The past few months have been bad for AI stocks. The tech-heavy Nasdaq-100 officially entered a correction (a 10% or more decline), dropping 11.3% since Oct. 6 before gaining today. That's more than halfway to a bear market (a 20% or more decline). Some major tech names that have been driving the AI trade, such as Nvidia , CoreWeave , Tesla , Oracle , and Palantir , have seen significant share price declines over the past year. Continue reading