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Veteran investor flags caution as artificial intelligence optimism peaks
Howard Marks has warned investors against aggressively betting on artificial intelligence purely on future promise, highlighting risks of overheated valuations and crowded positioning even as AI enthusiasm continues to drive strong capital inflows.
Billionaire investor Howard Marks has cautioned investors against overcommitting capital to artificial intelligence purely on future expectations. He acknowledged AI’s long-term potential but warned that excessive optimism and crowded trades could expose portfolios to sharp corrections. His remarks come amid record inflows into AI-linked stocks and rising concerns over stretched valuations in the technology sector.