Alger's Crawford Sees Skittishness In Market
Alger's Ankur Crawford says market nervousness around AI does not reflect its strength. This skittishness may impact investment decisions.
Original reporting · bloomberg.com
Original: “Alger’s Crawford: There’s Skittishness in the Market”
Read “Alger’s Crawford: There’s Skittishness in the Market” at Bloomberg Technology →How this was written. Gosling Marketing Studio wrote this article with a language model from Bloomberg Technology’s reporting (model: @cf/meta/llama-3.3-70b-instruct-fp8-fast); it describes that reporting rather than adding to it. The original, linked above, is the full story.
Key points from Bloomberg Technology’s report
- Alger's Ankur Crawford sees a gap between the market's perception of AI and its actual strength.
- Recent market nervousness around AI includes concerns tied to CoreWeave.
- Crawford believes the strength of underlying adoption and infrastructure demand is not accurately reflected by this nervousness.
Ankur Crawford, a Portfolio Manager at Alger, has commented on the current state of the market, according to Bloomberg Technology. Crawford, who is also a Former Intel Engineer, shared her insights on recent market trends.
Crawford noted that there is nervousness in the market around AI, which includes concerns tied to CoreWeave. Despite this, she believes that the strength of underlying adoption and infrastructure demand is not accurately reflected by this nervousness.
The gap between the market's perception of AI and its actual strength is striking, Crawford described. This discrepancy may be causing uncertainty among investors and affecting their decisions.
Questions and answers
What is causing market nervousness around AI?
Concerns tied to CoreWeave are contributing to market nervousness around AI.
How does Crawford view the market's perception of AI?
Crawford believes the market's perception of AI does not reflect its actual strength.
