$VG S&P 500(VOO.US)The AI trade is gaining ground again, with reports of Anthropic preparing for an IPO adding to op…
$VG S&P 500(VOO.US)
The AI trade is gaining ground again, with reports of Anthropic preparing for an IPO adding to optimism and lifting the S&P 500, and of course, VOO. The listing puts the spotlight back on AI’s commercial potential, although investors still need to see whether massive spending can translate into sustainable returns. I’m continuing to build my position for the long term, while watching this week’s mega-cap earnings for confirmation that the AI rally has more room to run.
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