US factories rocked by ‘unprecedented’ rise in unsold stock

But Peter Andersen, founder of Andersen Capital Management, said: “What’s creeping in is this narrative about AI and when business plans will be demonstrated to guide investors about when they will see profits from the AI investments.”“Those companies are leading the way and capturing almost all the value in AI. They are able to secure the infrastructure required to serve their customers and are all seeing a positive inflection point in demand.”Gil Luria, of wealth managers D.A. Davidson, told CNBC: “The ma ...