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Investors were braced for an AI fallout — just not this one, popular strategist says.
Market Intelligence Analysis
AI-Powered
Why This Matters
Nomura's Charlie McElligott warns investors of an early arrival of second-order AI disruption, which could have significant market implications.
Market Impact
Market impact analysis based on bearish sentiment with 90% confidence.
Sentiment
Bearish
AI Confidence
90%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
Nomura’s Charlie McElligott says second-order AI disruption worries have arrived early. Investors need to get ready.
Original article published by
MarketWatch
on February 4, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.