US Stocks to Lag European Peers on AI
Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today’s key themes for analysts and investors on “Bloomberg: The Opening Trade.”
Chapters:
00:00:00 – MLIV
00:00:11 – US CPI
00:00:39 – AI Risk
00:01:50 – US Equity Contagion
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@vgupta4760
March 31, 2026 at 7:26 pm
So called "global" growth comes from handful Tech companies outside USA i.e. ASML, TSMC, SAMSUNG, SK hynix, tenant and Alibaba. You can add few companies from Japan and Europe, and your "global" growth is done. WHY is this called a global growth?
@altariusETI
March 31, 2026 at 7:26 pm
Interesting to see AI related risk framed in terms of broader equity pressure.
From a market perspective, do you see this dynamic reflecting a reassessment of earnings expectations, or more a liquidity driven adjustment across correlated exposures?
@CharlieHarper-d4x
March 31, 2026 at 7:26 pm
AI is a money pit .
@russelljimenez1950
March 31, 2026 at 7:26 pm
This isn’t about getting rich fast. Smart Broke Dumb Rich by Zor Veyl explains why the system rewards some behaviors and quietly punishes others.
@HenryGabrielBailey
March 31, 2026 at 7:26 pm
REAL TALK: after I read Smart Broke Dumb Rich by Zor Veyl, I understood why schools and jobs never explain how money actually moves. It’s uncomfortable, but it finally makes sense.
Comments are closed.