Mark Marex, Global Head of Index Insights for NASDAQ says the stakes of AI are "massive." He thinks the market may not know what to think about the election, and the pain points appear in more narrow parts of the AI industry where demand outpaces supply. Although Mark says the biggest names in AI will likely continue to ride this wave for several more years, he warns that there is so much growth priced into AI stocks that any "blip" can grossly impact sentiment.
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