Market News / Story
Citi stays constructive on AI, calling the cycle early-to-middle stage
Seeking Alpha ·
Seeking Alpha reports: Citi Wealth remains constructive on the multiyear artificial-intelligence investment cycle and places it in the early-to-middle stages, even as debate over the scale of the buildout grows louder. The signals it tracks still point to underlying strength. Semiconductor demand continues to run ahead of near-term supply. U.S. core capital-goods orders advanced through the first half of 2026. AI-related exports are also supporting growth in South Korea and Taiwan. That…