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According to the latest bank of america (bofa) global fund manager survey (fms) conducted nov Stocks have soared this year amid a. A majority of global fund managers think companies are overinvesting, as market anxiety grows about the sustainability of the artificial intelligence spending boom.
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A majority of global fund managers think companies are overinvesting, as market anxiety grows about the sustainability of the ai spending boom Even fund managers say the ai stock boom is a bubble, bofa survey says about 54% of fund managers polled by bank of america said tech stocks were overvalued Fund managers say an ai bubble is now the biggest risk to their portfolios — but it's not enough to stop them betting on stocks
What happens next depends largely on q4 earnings results
If ai companies can continue showing strong revenue growth and clear paths to monetization, the bubble warnings might quiet down But if growth starts to slow or ai investments fail to generate expected returns, those same fund managers might finally act on their stated concerns.
