The AI Revolution: Are Investors Right to Place Their Bets?

Investors are pinning high hopes on artificial intelligence (AI) to spearhead the forthcoming tech revolution. The surge in AI chipmaker Nvidia's stock has fueled optimism, reflecting the rising prominence of AI in the mainstream. Ben Rogoff, lead fund manager at Polar Capital Technology Trust, delves into the rationale behind allocating over 80% of the fund's assets to AI-related growth. Addressing concerns regarding a potential valuation bubble, he sheds light on the behavioral shifts among tech leaders, hinting at an accelerated pace of change in the markets.