Sowmdeb Sen, senior portfolio manager at Silvant Capital Management in Atlanta, says the artificial-intelligence sector still offers excellent investment opportunities despite recent turmoil. According to him, the AI metrics tracked by his firm continue to accelerate as AI spending picks up. Sen encourages investors to look beyond negative headlines and focus on companies positioned for long-term growth. He also notes that a cycle of rising interest rates can pull capital out of the stock market, regardless of how well the economy is performing.
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