Five safe-haven stocks in the Ibex if the AI darlings crash
En busca de las antítesis europeas de CoreWeave. Leer
The market is discussing the potential decline of valuations for companies linked to artificial intelligence (AI), driven by rising interest rates and cheaper models emerging in China. CoreWeave, a company with high debt from developing AI infrastructure, has seen its stock price fall 16% this week and its 2031 bond yields surge to 15%.
Jefferies notes that while AI remains a strong trend, its appeal is decreasing due to slower profit growth, high financing risks, and demanding valuations. The bank suggests diversifying into European stocks, citing five Spanish companies - ACS, Amadeus, BBVA, Indra, and Santander - as having attractive prices, although they also have some ties to AI.
Written by urgent.news from Expansion ES's report — not a translation of it. Machine-written — may contain errors; check the original before relying on it.
