Will The AI Rally Continue?

Host Roukaya Ibrahim talks to BCA Research’s Chief US Equity Strategist Irene Tunkel about the implications of the AI boom on US equities. Is there scope for semi-stocks to rally further? Will growth stocks outperform value stocks? And will Nvidia’s results catalyze another upleg for the S&P 500?

Om Podcasten

A podcast from BCA Research -- informing investors with straightforward, actionable analysis of macro and market events.