
Investors should shift their technology exposure toward enterprise AI software specializing in workflow automation and data verification, moving away from commoditized text-generation chatbots. Companies that provide measurable business productivity and specialized execution represent the highest-conviction opportunities as corporate AI adoption matures. In fixed income, closely track the 30-year US Treasury bond, which could climb toward a 5.5% yield as the market absorbs heavy government debt issuance. A sustained rise in long-term yields will increase corporate borrowing costs, making it essential to manage bond portfolio duration and prepare for pressure on broader equity valuations.

By Nathaniel Whittemore
A daily news analysis show on all things artificial intelligence. NLW looks at AI from multiple angles, from the explosion of creativity brought on by new tools like Midjourney and ChatGPT to the potential disruptions to work and industries as we know them to the great philosophical, ethical and practical questions of advanced general intelligence, alignment and x-risk.