Global marketsUpdated Yesterday

Analysts say AI demand and infrastructure spending remain resilient

The turmoil around Nvidia has put the AI trade under pressure, but several analysts say its underlying drivers are still holding up. Julien Lafargue of Barclays Private Bank said investors should stay exposed to the AI boom despite financing risks. Morgan Stanley's Michelle Weaver pointed to positive signals in compute demand and gains from AI adoption. Lisa Shalett of Morgan Stanley Wealth Management said the turmoil would not derail what she sees as the bull market's main driver: capital spending on AI infrastructure.

1 publisher3 reports

Coverage started November 12