BullishMEDIUM severityTech & AI3h ago
History shows the bar to disrupt AI is surprisingly high, says Bank of America
Reported by MarketWatch · marketwatch.com ·
Bank of America argues that equity markets can withstand more severe bond market shocks than those witnessed so far in 2026 and that volatility may be better guide to risk than Treasury yields at present.
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What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
Latest session change: $BAC -0.28%
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