The AI investment cycle is broad, intact and gaining pace

The suggestion that a US rate cut is more likely next month has excited investors and pushed US markets up, with the Nasdaq climbing 2.7% overnight. It was AI stocks leading the charge, with semiconductor maker Broadcom up 11%. Moomoo's Jessica Amir runs through eight reasons right now that we can expect more from the sector.

Watchlist: Broadcom, Coinbase, Web Travel Group

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