AI Trade Will Be Volatile Though Demand Signals Encouraging -- Market Talk

Dow Jones06-09 17:39

0939 GMT - Trade in artificial intelligence-linked stocks will continue to be volatile during a catalyst-heavy period, but the underlying investment case for the sector is strong, UBS Global Wealth Management's Mark Haefele writes. Last week's sharp fall in AI-related stocks was overdone given that "underlying measures of AI demand remain firmer than the market reaction suggests," Haefele says. Investors should look to spread their exposure to the sector across the AI supply chain, the chief investment officer writes. Recovery in U.S. AI-related stocks continues premarket. Marvell Technology and Micron Technology both gain around 4.3% premarket. AMD and Nvidia climb 1.6% and 0.6%, respectively, while cloud computing providers Oracle and CoreWeave rise 1.5% and 3.25%, respectively. (josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

June 09, 2026 05:39 ET (09:39 GMT)

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