MSCI Global Momentum Gauge Beats World Index by 17 Points as AI Rally Powers Record Run
Updated
Updated · Bloomberg · May 25
MSCI Global Momentum Gauge Beats World Index by 17 Points as AI Rally Powers Record Run
1 articles · Updated · Bloomberg · May 25
17 percentage points of outperformance since late March have put MSCI’s global momentum gauge on track for its strongest two-month run versus the MSCI All Country World Index on record.
AI-linked stocks are driving the surge, extending gains in the market’s hottest names even as investors weigh slower-growth risks tied to the Iran war.
Bloomberg data back to 1991 show the current stretch would mark the best such momentum outperformance in the series, underscoring how narrowly leadership has concentrated around the AI trade.
Beyond Nvidia, which overlooked AI infrastructure stocks are quietly positioning for explosive growth?
With most GenAI projects failing, is the historic AI stock rally a bubble on the verge of bursting?