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AI Theme Intact, But Market Cycle Has Changed: Thomas

Bloomberg Technology Monday 09 November 2026, 17:12 UTC 1 min read
Key Points

Bloomberg Surveillance Nov 9th, 2026 AI Theme Intact, But Market Cycle Has Changed: Thomas Liz Thomas, chief market strategist at SoFi, says the AI investment theme remains intact even as investors reassess valuations, earnings and capital spending after the recent selloff. “There’s a difference between the theme itself of innovation and what happens in the market and where we are in that market cycle,” Thomas says on “Bloomberg Surveillance.”

Bloomberg Surveillance Nov 9th, 2026 AI Theme Intact, But Market Cycle Has Changed: Thomas Liz Thomas, chief market strategist at SoFi, says the AI investment theme remains intact even as investors reassess valuations, earnings and capital spending after the recent selloff. “There’s a difference between the theme itself of innovation and what happens in the market and where we are in that market cycle,” Thomas says on “Bloomberg Surveillance.”
Thomas Bloomberg Surveillance (PERSON) Thomas Liz Thomas (PERSON) SoFi (ORG) AI (ORG) Thomas (PERSON)
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