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Conor Sen raised the question of when people might begin to link declines in stocks associated with the artificial intelligence boom—despite these stocks being widely considered not interest-rate sensitive—to the possibility that the Federal Reserve might decide against raising rates in December.
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Sen has previously argued that most U.S. companies see little immediate need to shift toward artificial intelligence as long as metrics like nominal GDP, corporate profits, and stock market growth remain steady, according to a recent article. He has also questioned whether increased aggregate investment in stocks would translate to higher collective net worth in another published analysis. These perspectives provide context for his current comments on sentiment around AI-linked stocks and central bank policy.