According to the Bank of America survey, global investors chased AI-driven stock market gains, and technology stock exposure reached the highest level since the post-COVID-19 rebound six years ago. According to the survey, the share of fund managers in the overequipped technology sector rose from 30% last month to 37%, the highest since August 2020. About 45% of respondents believe there will be an AI bubble in 2027, while 42% hold the opposite view. Bank of America's October survey respondents said that global semiconductor stocks are currently the most crowded in the market.

According to the Bank of America survey, global investors chased AI-driven stock market gains, and technology stock exposure reached the highest level since the post-COVID-19 rebound six years ago. According to the survey, the share of fund managers in the overequipped technology sector rose from 30% last month to 37%, the highest since August 2020. About 45% of respondents believe there will be an AI bubble in 2027, while 42% hold the opposite view. Bank of America's October survey respondents said that global semiconductor stocks are currently the most crowded in the market.