After a pullback in artificial intelligence stocks this year, Wells Fargo’s Christopher Harvey said Monday that it may be time for investors to reenter the trade.

President Donald Trump’s trade war is sending construction costs up, and interest rates are likely staying high this year.

High mortgage rates have constrained the US housing market since the Federal Reserve raised borrowing costs in 2022. Many mortgages in the US cannot be carried over to new houses, so homeowners who ...