List of Flash News about AI stocks sentiment
Time | Details |
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2025-09-27 05:31 |
OpenAI Partners with AARP to Help Older Adults Use AI and Online Safety: Trading Takeaways for AI Stocks and Crypto Market Sentiment
According to @gdb, OpenAI announced a partnership with AARP to help older adults use AI, with an official post focused on older adults and online safety. Source: https://twitter.com/gdb/status/1971809815778545752; https://openai.com/index/aarp-partnership-older-adults-online-safety/ For traders, AI adoption partnerships are tracked as sentiment catalysts across AI-related equities and crypto, with research documenting that AI narratives have influenced trading in AI token baskets and tech shares. Source: Kaiko Research 2023–2024 market notes on AI tokens https://research.kaiko.com/; Binance Research AI tokens analysis 2024 https://research.binance.com/ To monitor cross-asset sentiment, track AI token category performance and volumes via CoinMarketCap’s AI and Big Data category, and AI equity ETFs such as Global X BOTZ and iShares IRBO. Source: https://coinmarketcap.com/view/ai-big-data/; https://www.globalxetfs.com/funds/botz/; https://www.ishares.com/us/products/308333/ishares-robotics-and-artificial-intelligence-multisector-etf |
2025-09-23 23:42 |
BofA Survey: Institutional Cash Falls to 3.9% and Equities 28% Overweight as ‘Long Magnificent 7’ Crowds; Implications for BTC, ETH Risk Sentiment
According to @KobeissiLetter, citing Bank of America’s Global Fund Manager Survey, global managers’ cash allocations dropped to 3.9% in September, one of the lowest readings in 12 years and below 4% for a third straight month (BofA Global Fund Manager Survey). According to @KobeissiLetter, the same BofA survey shows global equities positioned at a net 28% overweight, the highest in seven months, and 42% of respondents calling “Long Magnificent 7” the most crowded trade (BofA Global Fund Manager Survey). According to @KobeissiLetter, the BofA survey also finds 48% of managers do not see an AI-stock bubble versus 42% who do, underscoring divided sentiment within a risk-on positioning backdrop (BofA Global Fund Manager Survey). According to @KobeissiLetter, BofA’s FMS framework historically flags sub-4% cash as a sell signal for equities, indicating stretched risk appetite that traders monitor for reversal risk (BofA Global Fund Manager Survey). For crypto traders, this matters because cross-asset spillovers have risen as BTC and equities correlations increased in recent years, heightening sensitivity of BTC and ETH to equity de-risking episodes (IMF analysis on rising crypto–equity correlation). |