Amol Dhargalkar on Reuters: AI behind meme stock activity
Summary
AI is fueling recent meme stock-like activity, as limited access to public AI investments pushes investors toward more speculative exposure, as Amol Dhargalkar noted on Reuters.
Reuters TV - April 17, 2026
Meme stock revival reflects AI as the ‘defining trade,' says investor
We saw a surge of meme-like activity in markets this week. But underneath it, one theme stands out: AI.
As Amol Dhargalkar of Chatham Financial shared on Reuters Markets Now, AI is the defining trade right now. The challenge is access. There are still too few ways for investors, especially in public markets, to gain meaningful exposure.
Many of the companies driving the AI shift are not yet public. That gap is pushing investors toward indirect or more speculative names to participate.
That dynamic will likely evolve over the next 12 to 18 months as more AI-native companies enter public markets.
How investors access AI will matter. It will shape market behavior just as much as the technology itself.
Watch the full segment here.
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