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SocGen’s Kabra Says Too Early to Buy Shares of Big AI Spenders

The biggest US spenders on artificial intelligence are gaining popularity again as investors dump expensive chipmakers. For Societe Generale SA’s Manish Kabra, that rotation is unlikely to last.

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BloombergLean L·5h ago
SocGen’s Kabra Says Too Early to Buy Shares of Big AI Spenders
The biggest US spenders on artificial intelligence are gaining popularity again as investors dump expensive chipmakers. For Societe Generale SA’s Manish Kabra, that rotation is unlikely to last.
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SocGen’s Kabra Says Too Early to Buy Shares of Big AI Spenders

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SocGen’s Kabra Says Too Early to Buy Shares of Big AI Spenders

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