Insights
To help corporate leaders accelerate their performance with AI, we translate complex AI research into practical business insights, dissect trends from our perspective, and interview people at the forefront to help leaders identify new opportunities and avoid risks.
Is AI Optimism driving record breaking S&P and Dow performance?
Is AI Optimism driving record breaking S&P and Dow performance?
What’s happening
The S&P and Dow have broken records within the last few days.
Why’s this important
While there’s been plenty of talk about recession, interest rates, and layoffs (especially among big tech), we believe that the recent record breaking performance reflects investor confidence in AI to drive substantial increases in future earnings.
Over the horizon
However, despite increases, we believe AI investment is restricted from its larger potential by several factors…