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.

After ASML Holding ASML https://finance.yahoo.com/quote/ASML/ raised its full-year sales guidance https://finance.yahoo.com/markets/article/asml-stock-pops-on-strong-orders-for-advanced-chipmaking-equipment-120303217.html , HSBC strategist Duncan Toms comments on how Wall Street's dialogue around the AI bubble has shifted into discussions of AI bottlenecks beginning to materialize. After ASML Holding ASML https://finance.yahoo.com/quote/ASML/ raised its full-year sales guidance https://finance.yahoo.com/markets/article/asml-stock-pops-on-strong-orders-for-advanced-chipmaking-equipment-120303217.html , HSBC strategist Duncan Toms comments on how Wall Street's dialogue around the AI bubble has shifted into discussions of AI bottlenecks beginning to materialize.