Paul Tudor Jones anticipe encore deux ans de croissance du marché liée à l'IA

L'investisseur milliardaire Paul Tudor Jones affirme que la dynamique actuelle des marchés mondiaux, portée par l'intelligence artificielle, pourrait durer encore un an ou deux. Il a établi des parallèles avec la domination initiale de Microsoft et la commercialisation d'Internet. Parallèlement, il a mis en garde contre un possible retournement brutal rappelant l'éclatement de la bulle internet.

Les marchés mondiaux ont atteint des sommets records ces derniers mois, propulsés par l'enthousiasme pour l'intelligence artificielle et tirés par les valeurs technologiques. Jones a décrit la phase actuelle comme étant encore au début du cycle d'adoption de l'IA et des gains de productivité.

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Japan's Nikkei share average rose 0.76% to 57,256.55 on Tuesday as trading resumed after a holiday, lifted by gains in AI-related stocks on speculation of a Nvidia-OpenAI deal. Bank shares fell amid concerns over a U.S. firm's asset sales. The broader Topix index edged up 0.1%.

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