AI Exposure Surges Along With Investor Expectations
Close observers are warning that investors have unrealistic expectations for the AI trade.
This website’s original language is English. For translation, click the globe icon or choose Translate in the menu.
198 matching records found
Close observers are warning that investors have unrealistic expectations for the AI trade.
Experts discuss when and where AI should be used in healthcare, at The Hindu Sustainability Dialogues 2026, held on Tuesday
India’s software services stocks are headed for their biggest jump in 17 months as a slide in Asian chipmakers triggered a rotation into the so-called anti-artificial intelligence trade.
Global investors chasing the AI-powered equity rally are the most exposed to technology stocks since the rebound from the Covid pandemic six years ago, according to a poll by Bank of America Corp.
A former department head of Hong Kong’s fintech hub Cyberport has been granted bail after being charged with accepting bribes to help an artificial intelligence (AI) start-up secure HK$20 million in funding from a government-subsidised programme. Alice So Nga-lai, 59, former head of entrepreneurship of the Hong Kong Cyberport Management Company, was accused of receiving advantages such as flight tickets, one handbag, two tote bags, one coin purse and a mobile phone between October 2023 and...
Nandan Nilekani, Chairman & Co-Founder, Infosys speaks with Bloomberg's John Fraher at the 2026 Bloomberg New Economy Forum in New Delhi. (Source: Bloomberg)
Speaking in New Delhi at Bloomberg's New Economy Forum, former UK Prime Minister Rishi Sunak, Blackstone President and COO Jonathan Gray, and Tata Sons Chairman Natarajan Chandrasekaran discuss how AI adoption will fundamentally reshape both financial movements and geopolitical realities. (Corrects title of Gray.) (Source: Bloomberg)
Chiba, Oct. 13 (Jiji Press)--Artificial intelligence and other cutting-edge digital technologies are on display as the CEATEC international exhibition opened on Tuesday at the Makuhari Messe convention center in Chiba, a city near Tokyo, joined by 821 companies and organizations from Japan and abroad. "As societal challenges become increasingly complex, it is important not only to create new...
Lori Heinel, Global CIO at State Street Investment Management, says AI is a transformative technology with long-term benefits that could spread across the global economy. She speaks on the sidelines of the IMF-World Bank Annual Meetings in Bangkok. (Source: Bloomberg)
Shares in Chinese companies present better opportunities today than at other times, a disciple of legendary investor Charlie Munger said in a rare reflection on the world’s second-largest economy amid tensions with the US and the ongoing artificial intelligence race. The comments by Li Lu, Chinese-American founder and chairman of Seattle-based value investment firm Himalaya Capital, came amid divergence between the markets on opposite sides of the Pacific. While stock markets in China and Hong...
China Mobile, one of the country’s state-backed telecoms giants, has tripled the capacity of its largest intelligent computing hub in northern Inner Mongolia, amid Beijing’s push to boost digital infrastructure to power the country’s artificial intelligence ambitions. The expansion of its data centre in Hohhot was recently completed, with total processing capacity increased to 20,100 petaflops, according to a report by Inner Mongolia Daily on Monday. That was triple its previous capacity of...
As calls for an AI slowdown mount, Chinese and US governments are taking different approaches to AI development. Our latest episode comes a week ahead of Presidents Trump and Xi's meeting and compares the trajectory of China's AI models against their US counterparts. In this episode of Bloomberg Tech: Asia, Shery Ahn speaks with Bloomberg Intelligence's Rob Lea and Bloomberg Economics' Michael Deng to examine the factors that enable or hinder China's AI advancement. We also hear from Phancy Group, a Chinese AI firm deeply embedded in the country's ecosystem. (Source: Bloomberg)
What if we can’t pause and catch our breath?
Michelle Weaver, head of US thematic research at Morgan Stanley, says the benefits of AI adoption are beginning to flow through to earnings, with the firm’s analysis showing high-materiality AI adopters on track for 460 basis points of EBIT margin expansion through year-end. She expects that advantage to continue into next year. She speaks on "Bloomberg Surveillance." (Source: Bloomberg)
Among the start-ups who interacted with the PM were those working in space technology solutions for geospatial analysis and AI-powered airport operations management and passenger processing solutions
US start-up OpenAI’s latest advances in artificial intelligence may be a tipping point that leads to a breakthrough for the robotics industry as soon as next year, according to the founder of Chinese giant Unitree Robotics. Wang Xingxing, also the CEO of the Hangzhou-based company, said on Monday that OpenAI’s recently released GPT-6 model prompted expectations that a breakthrough could happen “within one or two years”. “It’s possible that, say, a GPT-7 model released next year could directly...