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Duncan Toms

mentions 2 type Person feed RSS

// 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, but the sector's long-term growth prospects could help it withstand …

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 says Wall Street's dialogue has shifted from concerns about an AI bubble to discussions of AI bottlenecks beginning to materialize, following ASML Holding's raised full-yea…

// co-occurs with top 5 entities
HSBC 2 ASML Holding 1 Yahoo Finance 1 Brian Sozzi 1 Federal Reserve 1
// topics top 4 topics
artificial intelligence 2 ai infrastructure 2 ai chips 1 ai policy 1