Ai investing in emerging markets

In emerging markets, AI investing identified financial sector momentum in India, where top five banking stocks collectively rose 7% following central bank liquidity adjustments flagged by the models. The primary tech investment trend is currently artificial intelligence (AI). All of the AI hyperscalers are dumping billions of dollars into building out AI computing capacity to push the limits of what's possible. We're still in the early innings of learning what AI can do, and it will be some time before there's enough computing capacity available to see AI's full effect. When Reddit IPO'd last year, this newsletter described its AI ambitions as a Faustian bargain . The beloved forum was trading a piece of its soul for a short-term promise of payment. Empowering the companies behind large language models might sabotage Reddit's advertising potential and its relationships with the very users who make the service valuable in the first place. Surrendering itself as training material seemed short-sighted and ill-advised. According to Bloomberg terminal data, AI investing algorithms tracked earnings sentiment, predicting 84% of positive surprises among large-cap finance stocks this quarter. This matched closely with actual EPS beats in the sector.