Artificial intelligence (AI) is the elephant in the room that everyone DOES want to talk about. And they should… because it’s still a challenge for investors to get their heads wrapped around the extent of AI’s impact. AI is the catalyst for an enormous paradigm shift in… everything.
So, it should be no surprise that the central theme for our market outlook remains AI. We do not believe investors or much of the industry have yet to recognize the immense impact AI will have at every level of society and the economy.