RIBES: “El mercado resiste y sigue la tendencia alcista a trompicones”

RIBES: “The market is holding up and continuing its upward trend, albeit with some hiccups” Marc Ribes, co-founder of Blackbird, analyzes market behavior in a context marked by geopolitics and the rise of artificial intelligence. While he believes investors are becoming accustomed to international tensions and the trend remains positive, he warns that the market's breadth reflects certain risks and recommends caution. During his analysis, he also highlights SanDisk's potential following its agreement with Meta to boost AI infrastructure, the enormous interest generated by SK Hynix's exit from the market, and Micron's heavy investments to reinforce the United States' leadership in the semiconductor industry. For Ribes, the challenge now will be to convert this high spending into sustainable profits. #marcribes #stockmarket #ai #chips #micron #skhynix #meta #wallstreet #investment #markets #intereconomia