"Generative and agentic AI will reshape competitive dynamics across every industry, and we are embracing these tools as we have embraced robotic process automation and machine learning for years," ...
With the greater part of third quarter earnings results in the rearview mirror, investors are looking closely at marquee ...
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BofA Survey Finds Most Fund Managers Now Worried About Overinvestment Amid AI Capex Surge; ‘Slow Down, Hyperscalers’
A majority of 172 fund managers surveyed by Bank of America in early November believe that companies might be ‘overinvesting.
Seventy four percent of owners surveyed believe their revenue will increase in 2026, which is down from 78% in last year’s ...
Bank of America’s fund management survey for November highlights clear and present danger: investors are the most overweight ...
The biggest "tail risk" for markets is that artificial-intelligence stocks are in a bubble, according to global fund managers polled by Bank of America. [An AI bubble]( ...
A majority of small and mid-sized business owners in the U.S. expect stronger performance next year, with 74% forecasting ...
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