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AI Euphoria

Sawgrass Market Musings

Sawgrass Market Musings
AI Euphoria
Oct 08, 2025
Advisors Asset Management, Inc.

Anthony Brooks, Portfolio Manager, discusses the strong third quarter spurred by optimism in Artificial Intelligence (AI) developments and a dovish Federal Reserve. The largest technology companies are set to increase spending and Wall Street is rushing to jump on board the "AI goldrush." Historically, markets tend to do well in the fourth quarter, however stubborn inflation and mixed monetary policy signals could awaken some volatility.