Impatience in Market to Determine AI Winners, Losers: Hermann

Market Intelligence Analysis

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Market strategist Julia Hermann believes the market is being overly impatient in trying to determine AI winners and losers, stating that these conversations are at least 3-5 years premature.

Market Impact

Market impact analysis based on neutral sentiment with 70% confidence.

Sentiment
Neutral
AI Confidence
70%
Time Horizon
Short Term

Article Context

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Julia Hermann, Global Market Strategist at New York Life Investments, sees impatience in the market in wanting to determine AI winner and losers and says those conversations are at least three to five years premature. She speaks to Bloomberg's Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern on 'Surveillance.' (Source: Bloomberg)

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Original article published by Bloomberg on February 6, 2026.
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