Published Nov 5, 2026, 11:14 PM ET · Updated 8 days ago · 1 source
AI Slump Stems From Conflated Return Thesis, Plato’s Allen Says
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Original Report
INFERY

Thursday’s market selloff was the result of investors conflating the transformational potential of artificial intelligence with the investment return thesis, said David Allen, head of long/short strategies at Plato Investment Management.