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Duncan Toms

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// recent coverage 2 mentions

15:45
2026-07-15
ca.finance.yahoo.com
artificial-intelligence

Can AI withstand possible rate hikes from the Fed?

HSBC strategist Duncan Toms told Yahoo Finance that AI investments may face headwinds if the Federal Reserve raises interest rates, as higher borrowing costs could slow capital spending on AI infrastr…

14:01
2026-07-15
ca.finance.yahoo.com
artificial-intelligence

From bubbles to bottlenecks, what Wall Street is thinking about AI

HSBC strategist Duncan Toms said Wall Street's focus on AI has shifted from concerns about a bubble to discussions about emerging bottlenecks, following ASML Holding's raised full-year sales guidance.…

// co-occurs with top 5 entities
HSBC 2 ASML Holding 1 Yahoo Finance 1 Brian Sozzi 1 Federal Reserve 1