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Market expert 'cautious' on AI trade, likes healthcare, energy stocks<body><p>STORY: "We think the fundamentals are positive," on healthcare companies, Isherwood said. "We also think AI tools have potential to help drug development accelerate."</p><p>But the AI trade itself is "concerning," he said.</p><p>"We've watched, actually the credit markets where we've seen Oracle CDS (credit default swaps) blow to levels consistent with where they were last in the financial crisis," Isherwood explained. "We've also seen Nvidia's tick up past 50 basis points, which we consider the market starting to show a little bit of stress, and warning that some of these players may not be able to pay their bills in future years."</p></body>
