Technology outlook: AI, macro & valuations

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Publication date: 25 October 2024

Published by: Polar Capital

Author: Ben Rogoff, Partner, Global Technology Team

Discussing how both recent rate cuts and the upcoming US election could affect technology stocks, Ben Rogoff gives his outlook for the sector. Despite recent volatility, he explains why he remains excited about the potential of artificial intelligence and highlights how AI continues to be a key driver as companies increasingly invest in its development.

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