AI stocks are in an ‘air pocket’ and Meta and Microsoft are being traded like ‘bear market names that cannot be owned,’ top analyst says

A top analyst, Dan Ives, states that AI stocks are in an 'air pocket,' with Meta and Microsoft being traded like 'bear market names that cannot be owned.' The article also mentions global shipping price increases due to an Iran war, a potential market correction, Europe's heat crisis with a $638 billion economic impact, AI-driven inflation, and a student cheating scandal at Brown University.