Dedicated Issues·8 hours ago·Friday, November 6, 2026, 6:40 AM

HSBC’s Max Kettner: The AI Trade Hasn’t Fundamentally Changed

Wall Street’s biggest trading desks spent weeks arguing that the stock-market rally would resume once the election was over. On Thursday, that call backfired spectacularly.Max Kettner, HSBC’s Chief Multi-Asset Strategist, argues that the sharp selloff in AI and US equities does not yet point to a fundamental break in the trade. He explains why positioning

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