BMO's Schleif Says AI Stampede Fueling Rally Beyond Tech
Bloomberg Technology·2026-05-11 17:14

We're in this really interesting moment. Right. Caroline said it at the top, six straight weeks of gains on the Nasdaq 100.I feel like the next phase is like this pre IPO anticipation. You know, cerebris, yes, SpaceX, June. How does that impact the market at the index level, the anticipation.Well, I think the anticipation does keep a lot of eyes, obviously, focused not just on AI, but on on the broader index. And it's interesting because on the one hand, yes, markets have gone up, but so too have earnings. ...

BMO's Schleif Says AI Stampede Fueling Rally Beyond Tech - Reportify