The recent wobble in AI stocks is useful - not because it tells us where markets are heading next, but because it highlights why good portfolio construction matters, says Louis Hutchings
Over the last few years, artificial intelligence has seemed an almost unstoppable investment theme. The companies expected to build, power and benefit from it have grown rapidly, helped drive global equity markets higher and, in the process, become an increasingly important part of many investors' portfolios. Recent volatility has provided a timely reminder that this can work both ways. AI-related stocks have come under pressure as investors have begun to scrutinise the vast sums being committed to data centres, chips and computing infrastructure, and to ask how quickly that investmen...
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