In today’s briefing:
- A Focus on AI and Technology Stocks
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A Focus on AI and Technology Stocks
- The adoption of AI promises to be highly disruptive and has to potential to improve profitability of companies that adopt the technology.
- It faces regulatory hurdles and risk-pricing challenges as insurance companies learn to price AI risk, but those problems are a few years away.
- In the near term, the technology rally appears extended and may need a breather.