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AI bull market
Trends
- 1Evercore warns yield-curve inversion risk is rising▼Evercore sees yield-curve inversion risk rising as AI bull market holds firm
Evercore strategists say the risk of a yield-curve inversion is growing even as the AI-driven bull market in stocks stays strong. The firm's assessment points to tension between long-dated bond yields under pressure and equities rallying on artificial intelligence optimism. Investors are weighing what a flattening or inverted curve would signal for growth and recession expectations if the AI trade continues to dominate markets.
- 2Meta's Muse seen as fresh boost for AI market optimism▼Why Meta’s Muse may support the AI bull market
Invesco argues that Meta's Muse could help sustain the ongoing bull market in AI-related stocks. The commentary ties Meta's new AI work to broader investor enthusiasm for artificial intelligence, suggesting it may reinforce confidence and capital flows into the sector. Details on timing, capabilities and market reaction remain limited.