Bloomberg Surveillance · Thursday, July 30, 2026
Artificial intelligence (AI) is identified as a significant source of economic growth. However, there's a concurrent trend of introspection and concern in the markets, leading to a "shaking out of winners and losers." This introspection is seen as potentially working in favor of preventing the formation of excessive speculative bubbles.
“I think what's what's actually been interesting is the you know, one of the source of growth is AI. That's sort of, you know, the our superstar for this team right now, right and that is has been a little bit self correcting right now. There's a bit of introspection in the markets. There's a little bit of concern there, a little bit of shaking out of of winners and losers a little.”
“Bit, and that's been doing its thing. That's actually working in favor of not having to burst any rational exuberance bubbles. The consumer is not overheating crazily.”