Christopher Wood warns of AI fatigue. Why Jefferies is turning to India and China
Christopher Wood of Jefferies warns that the AI trade is showing signs of fatigue as investors seek cheaper value opportunities. With India and China positioned to benefit from a rotation away from crowded AI winners, Wood believes picks-and-shovels companies will continue to outperform amid massive
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Christopher Wood of Jefferies warns that the AI trade is showing signs of fatigue as investors seek cheaper value opportunities. With India and China positioned to benefit from a rotation away from crowded AI winners, Wood believes picks-and-shovels companies will continue to outperform amid massive
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china equitieschristopher wood jefferiesai fatigueai trade rotationjefferies greed & fearindia stock market outlookORCL stock newsOracle earningsOracle revenueOracle investor relationsAI infrastructure demand