Macro intelligence: Is the AI ​​bubble bursting?

Diana Mousina, senior economist at AMP, emphasizes that while the US tech sector has many “bubble-like” characteristics, there is further upside potential for tech earnings as AI adoption is still in its infancy.

Meanwhile, Morgan Stanley raised its S&P 500 target to 7800, seeing upside potential of about 15% and the start of a multi-year earnings run.

Possible global asset bubbles