✉news BusinessMarkets first seen 4 h ago, last 20 min ago, peak #16

Amundi's O'Toole Says AI Boom Is Real

Original: AI Boom Is ‘Real,’ and the Bond Selloff is ‘Perfectly Reasonable,’ Says Amundi’s O’Toole

Amundi's O'Toole says the AI boom is 'real' and the ongoing bond selloff is 'perfectly reasonable', arguing current market moves reflect fundamentals rather than irrationality. The comments come as investors weigh stretched equity valuations around artificial intelligence against rising bond yields, with markets searching for reassurance that the technology rally is grounded in genuine earnings growth.

Why now: Rising bond yields and concerns about AI-driven equity valuations are dominating market debate.

AmundiO'TooleAI sectorbond market

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Rank over time, top of the chart is #1. 5 snapshots from 4 h ago to 20 min ago.

Evidence

• AI Boom Is ‘Real,’ and the Bond Selloff is ‘Perfectly Reasonable,’ Says Amundi’s O’Toole · Morningstar
• AI Boom Is ‘Real,’ and the Bond Selloff is ‘Perfectly Reasonable,’ Says Amundi’s O’Toole · Morningstar

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