Nvidia stock volatility: Ignore the ‘AI revolution’ at your own peril, investors warn

Amid recent turbulence in Nvidia's stock, concerns of an AI bubble loom, yet investors remain optimistic. At Bloomberg Invest, Philippe Laffont of Coatue Management embraced AI's potential amidst hype, cautioning on geopolitical risks like China's impact on chip production. Despite Nvidia's rebound, Steve Eisman remains bullish, downplaying recent dips. Apollo Global sees promise at AI's energy-tech nexus. From Qatar Investment Authority to Man Group, firms advocate AI for efficiency, not replacement, urging engagement over sideline scepticism.

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By Allison McNeely, Hema Parmar and Marion Halftermeyer

While a recent selloff in shares of chipmaker Nvidia Corp. may have fueled fears of an artificial intelligence bubble, investors and asset managers still take a broadly positive view of the technology — with some caveats.

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