Liz Thomas, chief market strategist at SoFi, says the AI investment theme remains intact even as investors reassess valuations, earnings and capital spending after the recent selloff. “There’s a difference between the theme itself of innovation and what happens in the market and where we are in that market cycle,” Thomas says on “Bloomberg Surveillance.” (Source: Bloomberg)
Liz Thomas, chief market strategist at SoFi, says the AI investment theme remains intact even as investors reassess valuations, earnings and capital spending after the recent selloff. “There’s a difference between the theme itself of innovation and what happens in the market and where we are in that market cycle,” Thomas says on “Bloomberg Surveillance.” (Source: Bloomberg)
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