) to new heights this year as it continues to beat earnings expectations amid a heated AI race. However, BCA Research chief US equity strategist Irene Tunkel believes that the market is experiencing a tech bubble and joins Catalysts to discuss how investors should navigate it before it pops.
She believes that the technology will transform the healthcare, aerospace, and defense sectors, and as chips become much smaller and more customized, there are endless opportunities:"There is so much more to generative AI than chatbots."Yeah, if it is indeed a bubble, and some people are going to start to take profits to try and get ahead of that bubble bursting.And again, you can say that.
But sometimes you just have to put it on your books, and this morning and video is down a little bit off of an upgrade.Having said that, where do you see the biggest opportunity for investors who do want to get in on a I but don't want to invest in companies that are perhaps overvalued? But it's evolutionary change, I think, where we need to look for the impact of a I and it may take longer.So I think that the next phase of this transition of the generative transition is to look, where can we actually see this new technology completely changing the playing field and the rules of the game.
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