Investors were braced for an AI fallout — just not this one, popular strategist says.
MarketWatch·2026-02-04 12:24
Investors were braced for an AI fallout — just not this one, popular strategist says. - MarketWatch## Need to Know# Investors were braced for an AI fallout — just not this one, popular strategist says.## Nomura strategist says second-order AI disruption worries have arrived earlyPublished: Feb. 4, 2026 at 7:24 a.m. ETShareResize---Listen(5 min)Anthropic has set investors on edge for an AI fear they weren't expecting. Photo: Hans Lucas/AFP via Getty ImagesAlphabet earnings are the headliner for later, but fo ...