AI Bias Analysis
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CEO Andy Jassy said Amazon’s massive AI spending reflects a once-in-a-generation opportunity and will ultimately reward investors.
Source
CNBC
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Loyal customers who amassed thousands of points through flight purchases and credit-card swipes might not see a penny in compensation for their accumulated rewards.
Domestic flows, earnings and Modi’s state-election wins could offer support.
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Marc Franklin of Manulife Investment Management says the focus is on what are the cyclical and structural impacts of the Middle East conflict. Franklin says there's a "preference more towards the US" than Europe. He adds that within the equity market construct, the firm likes structural plays, such as tech and AI "which still seem to have good tailwinds." (Source: Bloomberg)
