AI is in the headlines again. These days, whenever I meet friends, the conversation always turns to AI. “Are you using ChatGPT or the cloud?” “Is it too late to buy AI stocks?”. I also saw a meme recently that it’s almost impossible to have a conversation now without mentioning AI, Trump, or oil prices. Indeed, the AI rally has helped propel US tech stocks to record highs, and every time the rally picks up again, it feels like we’re missing out. But I also think it’s a good time to stop and ask, are we investing in growth with clarity, or are we simply chasing what has already grown? That’s why this week, We take a closer look at what’s driving interest in AI through our industry primer. And Ask if the AI rally has gone too far. Almost…
