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29 May 2026, 10:48 UTC · 8h ago

Bank of America strategists see a different historical parallel for the AI rally — and it isn't the dot-com boom

Source · https://www.marketwatch.com/story/bank-of-america-strategists-see-a-different-historical-parallel-for-the-ai-rally-and-it-isnt-the-dot-com-boom-ca6941aa

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Bank of America strategists see a different historical parallel for the AI rally — and it isn't the dot-com boom

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Bank of America strategists have a negative outlook on European equities. — A bearish stance from a major global investment bank can trigger selling pressure or reduce institutional allocation to the region.
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BofA is concerned about boom-and-bust dynamics associated with the AI infrastructure build-out. — The suggestion of a potential bubble or 'bust' in AI lowers risk appetite for technology and semiconductor exposure.
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