Christopher Wood warns of AI fatigue. Why Jefferies is turning to India and China
- Posted on July 10, 2026
- By Business News Today
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- 1 min read
Christopher Wood warns of AI fatigue. Why Jefferies is turning to India and China
Christopher Wood of Jefferies warns that the AI trade is showing signs of fatigue as investors seek cheaper value opportunities. With India and China positioned to benefit from a rotation away from crowded AI winners, Wood believes picks-and-shovels companies will continue to outperform amid massive AI capex and uncertain monetisation.
