IA and Bourse : excessive fear ?

After a start to the year marked by a sharp pullback in technology stocks, markets appear to have regained some balance despite geopolitical uncertainty. How significant is the sell-off driven by concerns around artificial intelligence? Which sectors are likely to emerge as winners or come under pressure? What opportunities are there for reallocation, and where do U.S. and European markets differ in their perceptions? Answers with Julien Levy-Kern, diversified portfolio manager at CPRAM.