Recent AI Skepticism and how its Transforming Mature Industries
The Weekly Globe: in this article, we show how AI is benefiting established companies in traditional U.S. sectors and explain how we have positioned our portfolios to navigate this scenario
By Niraj Patel, Chief Equity Strategist
Since the launch of ChatGPT in November 2022, the market has experienced moments of optimism and skepticism regarding artificial intelligence. However, a recent report from MIT and an interview with Sam Altman, CEO of OpenAI, reinforced the current loss of enthusiasm around the topic.
In this article, we show how, regardless of the true potential of artificial intelligence, this technology is benefiting established companies in traditional US sectors and explain how we position our portfolios to navigate both periods of AI overestimation and underestimation.
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