Not just AI input trade, its more about broader tech sector: HSBC's Rasco
CNBC Televisionยท2025-09-26 21:35
Well, the tech retreat coming as the narrative on AI faces some questions. One example is Oracle. That stock was down for a fourth straight day.It closed the week 8% lower. Oaklo is another example of the AI rethink. The nuclear stock has had a big run but fell nearly 20% this week.Despite the recent weaknesses in AI names, our next guest cites the AI trade as a reason to stick with US equities. Joining us now is HSBC chief investment officer Jose Rasco. Jose, happy Friday.So I guess a big question perhaps ...