

AI Scare Trade: Nvidia, Market Rotation & the 2028 AI Crisis
Is AI about to disrupt white-collar jobs, or is this simply a market rotation disguised as panic? Anthony Cheung and Piers Curran break down the so-called “AI scare trade” that hit software, payments and advisory stocks, even as the S&P 500 stayed broadly flat. We unpack the viral 2028 AI thesis from independent…
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