Macro10:22 PM ET

Renewed AI optimism may offset Fed tightening worries, strategist says

By BORSA NewsroomPublished Nov 11, 2026, 10:22 PM ESTUpdated Nov 11, 2026, 10:22 PM EST

Tiger Brokers' chief market strategist says renewed AI optimism, supported by CoreWeave earnings and Anthropic IPO demand, is offsetting Fed tightening concerns. The view suggests resilient institutional appetite for AI could support chipmakers and infrastructure suppliers despite valuation scrutiny.

Sentimentbullish 60

Bullish · 60 of 100

Impact20

low · stays off the top drivers

Confidence90%

high confidence · single wire

Eventdeveloping

v1 · alerted to followers

WHAT WE KNOW

James Ooi is Tiger Brokers' chief market strategist
Ooi says renewed AI optimism has offset Fed tightening concerns