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BofA says Chinese stocks and gold are the best hedges against an AI meltdown
Yahoo Financeยท 2025-10-31 23:25
The AI trade is still in full swing, but if you're worried about the party ending, BofA has a few ideas to hedge. Michael Harnett thinks gold and Chinese stocks are the best protection against an AI meltdown. He thinks the market is still in risk-on mode but isn't ruling out the possibility of an AI-fueled decline. AI is still the stock market's favorite trade, but it might be wise to hedge against any potential reversal in the event the music stops. With Nvidia touching a $5 trillion market cap a ...