Oil And Bonds Predict A Recession — Stock Market Caught Up In AI Frenzy Sees No Landing
Portfolio Pulse from The Arora Report
Oil and bonds are predicting a recession, while the stock market is caught up in an AI frenzy. The drop in oil prices is partly due to lack of growth in China, but also renewed fears of a recession. Bonds are also predicting a recession with a negative yield spread between 10-year Treasuries and 2-year Treasuries. The stock market is focused on the benefits of AI but underestimating the expense as corporations shift to using AI.
June 23, 2023 | 2:43 pm
News sentiment analysis
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NEUTRAL IMPACT
Amazon is one of the companies making money from AI, but the stock market is underestimating the expense as corporations shift to using AI.
While Amazon is profiting from AI, the market is not fully accounting for the expenses that corporations will face as they shift to using AI. This could lead to a potential correction in the stock price.
CONFIDENCE 75
IMPORTANCE 50
RELEVANCE 50
NEUTRAL IMPACT
Alphabet is one of the companies making money from AI, but the stock market is underestimating the expense as corporations shift to using AI.
While Alphabet is profiting from AI, the market is not fully accounting for the expenses that corporations will face as they shift to using AI. This could lead to a potential correction in the stock price.
CONFIDENCE 75
IMPORTANCE 50
RELEVANCE 50
NEUTRAL IMPACT
Microsoft is one of the companies making money from AI, but the stock market is underestimating the expense as corporations shift to using AI.
While Microsoft is profiting from AI, the market is not fully accounting for the expenses that corporations will face as they shift to using AI. This could lead to a potential correction in the stock price.
CONFIDENCE 75
IMPORTANCE 50
RELEVANCE 50
NEUTRAL IMPACT
NVIDIA is one of the companies making money from AI, but the stock market is underestimating the expense as corporations shift to using AI.
While NVIDIA is profiting from AI, the market is not fully accounting for the expenses that corporations will face as they shift to using AI. This could lead to a potential correction in the stock price.
CONFIDENCE 75
IMPORTANCE 50
RELEVANCE 50
NEUTRAL IMPACT
Tesla is one of the few standalone beneficiaries of AI, but the stock market is underestimating the expense as corporations shift to using AI.
While Tesla is benefiting from AI, the market is not fully accounting for the expenses that corporations will face as they shift to using AI. This could lead to a potential correction in the stock price.
CONFIDENCE 75
IMPORTANCE 50
RELEVANCE 50
POSITIVE IMPACT
BlackRock has filed for a bitcoin ETF, contributing to the excitement around bitcoin.
BlackRock's filing for a bitcoin ETF is a positive development for the company, as it shows their interest in the growing cryptocurrency market. This could lead to increased investor interest in the stock.
CONFIDENCE 75
IMPORTANCE 50
RELEVANCE 75
POSITIVE IMPACT
Wisdomtree has filed for a bitcoin ETF, contributing to the excitement around bitcoin.
Wisdomtree's filing for a bitcoin ETF is a positive development for the company, as it shows their interest in the growing cryptocurrency market. This could lead to increased investor interest in the stock.
CONFIDENCE 75
IMPORTANCE 50
RELEVANCE 75