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- ‘A return to optimism’: Wall Street strategists are bullish on the AI trade Yahoo Finance
- A research firm says 4 signs show the AI trade could spark a 30% stock rally that echoes the dot-com era Business Insider
- BlackRock: Bullish on Semiconductor and Hardware Stocks Amid AI Boom Bitget
- UBS says AI investment cycle is broadening even as market grows more selective on returns Proactive financial news
- BCA lists 4 indicators for monitoring the timing of a possible AI capex bust Investing.com
