Scott Rubner, Citadel Securities’ head of equity and derivatives strategy, said investors may return to AI stocks after the U.S. midterm elections, according to a BlockBeats flash citing a Bloomberg TV interview.
Political timing is the focus
Rubner said the AI theme, which has recently faced selling pressure, could outperform the broader market the following month. He said institutional clients were waiting for political uncertainty to ease, while retail investors continued buying dips.
Rubner also said clients were willing to buy at higher prices but did not want to enter before a major political event. The comments are a strategist’s conditional view; the report gives no performance target or independent flow data.
Source: BlockBeats flash, citing Bloomberg TV.