BofA survey: 53% call buying global semiconductor stocks the most crowded trade; 42% see AI infrastructure spending as most likely source of a systemic credit event

Bank of America's September Global Fund Manager Survey found 53% of respondents named buying global semiconductor stocks the most crowded trade, while 42% named AI infrastructure spending the most likely source of a systemic credit event, up from 38% in August. Government debt ranked second at 25% and private credit third at 19%.

Detected & updated continuously · Source: Nebula