Gerry Fowler, chief European equity strategist and head of derivates at UBS, says the AI trade is "still quite robust" and that memory makers are "pricing an incredibly short AI cycle that we think is longer." He speaks on Bloomberg Television. (Source: Bloomberg)
Gerry Fowler, chief European equity strategist and head of derivates at UBS, says the AI trade is "still quite robust" and that memory makers are "pricing an incredibly short AI cycle that we think is longer." He speaks on Bloomberg Television. (Source: Bloomberg)
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