LFDE’s Kruk: “Tech faces a credibility shock in markets
Calm indices conceal a fierce reshuffling of equity portfolios. LFDE’s David Kruk sees investors moving beyond technology as doubts over AI spending mount. Yet strong earnings and ample liquidity underpin his constructive outlook, with recession the main threat to his confidence heading into year end.
Calm indices conceal a fierce reshuffling of equity portfolios. LFDE’s David Kruk sees investors moving beyond technology as doubts over AI spending mount. Yet strong earnings and ample liquidity underpin his constructive outlook, with recession the main threat to his confidence heading into year end.
What's Your Reaction?
