Adam Parker, founder of Trivariate Research, remains bullish on AI-related stocks despite growing credit concerns. He believes the investment cycle could last seven to eight years, or even ten, and is only halfway through. The productivity expected from the technology has not yet been fully reflected in earnings, with fewer than 50% of the top 500 US-listed companies discussing it. Since May 2023, the S&P 500 has risen 84%, the technology sector 147%, the VanEck Semiconductor ETF 335%, and Nvidia 647%, before a pullback in October 2026 driven by borrowing concerns.
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