According to @business, Bloomberg Opinion columnist Matthew Yglesias argues many US CEOs remain indifferent to potentially damaging Trump-era economic policies because they expect AI to reshape firms so profoundly that policy risk matters less over the medium term. Source: Bloomberg Opinion via @business. For traders, this implies the AI trade could continue to dominate equity allocation and narrative momentum, supporting AI platform leaders and AI infrastructure suppliers despite policy noise. Source: Bloomberg Opinion via @business. This AI-first narrative can spill over to digital assets, where risk appetite tied to AI enthusiasm may bolster AI-linked crypto tokens and bellwethers such as BTC and ETH during risk-on sessions. Source: Bloomberg Opinion via @business. Key watch items include management AI capex guidance, enterprise AI deployment milestones, and policy headlines that may test this thesis, with positioning likely to pivot if execution or earnings disappoint. Source: Bloomberg Opinion via @business. Risk management takeaway for traders is to align entries with verifiable AI delivery metrics and avoid overexposure should AI adoption timelines extend or sentiment fade. Source: Bloomberg Opinion via @business.