AI in equity markets: Is it a bubble?

Closing comments from the article Markets appear to think the path from impressive AI capabilities to widespread prosperity is less straightforward than optimistic narratives suggest. Understanding whether investors’ caution reflects concerns about disruption, distribution, or other factors is crucial for designing appropriate policy responses. Speculation about what AI will mean for the economy will continue and perhaps intensify. As market participants place their bets, the resulting picture is more complex, and more concerning, than current headlines suggest. #cfo #ipo #equitycapitalmarkets #ai #corporatefinance #artificialintelligence https://lnkd.in/dd6VbjWU

Goldman looks to AI to forecast investment potential Goldman Sachs is developing AI for nuanced processes that go beyond deployment for coding and customer service.   For example, AI struggles with investing because it’s difficult to codify the subtle judgments that make a potential investment attractive, Marco Argenti, chief information officer at the $625 billion financial institution, said during the Evident AI Symposium […] The post Goldman looks to AI to forecast investment potential appeared first on FinAi News. https://lnkd.in/gg523J-f via FinAi News https://finainews.com/

🤖 AI is transforming how the financial world predicts and reacts to market trends. Discover how intelligent algorithms outperform traditional forecasting and why human oversight remains essential for stability and trust. 📰 Read the full article on Tharva Tech. 🔗 https://lnkd.in/eM3i_8Ew

🌐 Is Wall Street Losing Faith in AI? 📉 In the ever-evolving landscape of technology and investment, Artificial Intelligence has been a focal point of innovation and transformative potential. However, recent trends suggest a shift in perception within the financial corridors of Wall Street. As the sector grapples with increasing challenges, shifting priorities, and a demand for tangible returns, are investors starting to question the AI narrative that has dominated for years? 🤔 Dive into TechCrunch's insightful analysis to explore the dynamics at play and what this means for the future of AI investments: [Is Wall Street Losing Faith in AI?](https://lnkd.in/eJi7jQmY) #AI #WallStreet #Innovation #Investment #TechTrends #ArtificialIntelligence Listen To a Detailed Summary Here: https://lnkd.in/gAQ-2jqD

https://lnkd.in/earYQySf Blain’s Morning Porridge Nov 7th 2025: AI – Noise, Signal, Brace. “Unprecedented market shocks occur with monotonous regularity.” Is the AI bubble bursting? Who will be the survivors and losers? Or is it more fundamental – US AI firms talk of spending billions, but what is China is doing AI better and cheaper? If China wins the AI race, then it will confirm more than just the waning of the American century. It will fundamentally shift valuations. #markets #investments #economy

AI is driving long-term growth, but investors are cautioned not to put all their eggs in one basket. Theresa Shutt, CFA, CIO, summarizes the AI boom and its impacts on the market. https://lnkd.in/dqMkrRSg

We keep hearing that AI will finally give active fund managers the edge they've been missing. But unfortunately, the academic research suggests that, on the contrary, it will make their jobs harder. Sounds counterintuitive? Here's the logic: 👉 AI improves stock analysis (60% accuracy vs 53% for humans) → Better analysis makes markets MORE efficient → More efficient markets mean LESS opportunity to outperform → AI-augmented funds become victims of their own success 🧠 In other words, AI strengthens the case for passive investing, not active management. Why pay premium fees when the technology advantage disappears within two years? 🤔 Full breakdown ➡️ https://shorturl.at/xqXtr #ActiveManagement #AI #PassiveInvesting #FinancialPlanning rockwealth

AI stocks take a hit as investor Michael bets on an AI bubble. Could this signal a turning point for the booming AI sector? #AI #StockMarket #TechNews #Investing #BusinessLoungeLK https://lnkd.in/geZaxTV7

How are your AI acronyms? Pretty good, I bet. These are also worth your attention: GNN, XAI, RAG, and Inter-LLM. Spearheaded by our data science head Helen Krause, CFA , the latest Citi Institute report takes a deeper look at AI in investment management - and concludes that it isn’t just about cutting costs, it’s about unlocking new frontiers of insight. https://lnkd.in/eNFTdpRg These acronyms will be become everyday before long: 📌 GNN (Graph Neural Networks): Think of financial markets as networks of companies, counterparties and macro factors. GNNs help reveal hidden relationships between entities that traditional models miss. 📌 XAI (Explainable AI for GenAI): As AI tools move into alpha-generation, transparency matters. XAI asks: Why did the model say this? — critical in regulated investment environments. 📌 RAG (Retrieval-Augmented Generation): Generative models + curated knowledge bases = more robust outputs. In investing: link LLMs to internal data, research archives and live feeds to avoid “hallucinations”. 📌 Inter-LLM Communication: Imagine specialised models — one for factor discovery, another for macro risk — talking to each other, critiquing and combining insights. That’s the next layer of sophistication. 💡 For the 30+ asset managers and allocators we interviewed: the question is no longer whether to adopt AI — it’s how to embed these emerging capabilities responsibly and effectively. Data strategy, infrastructure, governance and human-in-the-loop will be the gating factors. 🔍 If you’re exploring how to move from “wow” to “how” in your AI journey — whether fundamental or quant — these capabilities are the real differentiators, being used today by investor clients. Sharon Tsao Helen Krause, CFA Savina Chahal Anuj Gangahar #AI #GenAI #InvestmentManagement #FinanceTech #GNN #XAI #RAG #LLM #AssetManagement #Citi

🚨 The AI Boom Just Hit a Reality Check This week, AI headlines were louder than ever. But not all for the right reasons. 1.NVIDIA’s stock faced its sharpest crash of 2025, wiping out nearly $800 billion in market value. Investors are asking: Has the AI hype finally peaked? 2.Meanwhile, an AI-generated country song by “Breaking Rust” hit No. 1 on the digital charts, proving that artificial intelligence isn’t just coding, it’s creating. 3.And researchers revealed that many newspapers are quietly using AI to write stories without disclosure, raising big questions about transparency and trust in media. AI is evolving fast. But this week reminds us that innovation without clarity and ethics can shake both markets and minds. Do you think the AI industry is entering a new phase of maturity or facing a wake-up call? #ArtificialIntelligence #AIFuture #TechTrends #AIEthics #DigitalInnovation #LinkedInNews #AIMarketing