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AI Spending Reshapes Tech Winners

Gabriela Santos, Chief Market Strategist for the Americas at JPMorgan Asset Management joined Bloomberg Open Interest to explains why the latest CPI report could keep the Fed on hold, why AI infrastructure spending is squeezing software companies and why investors should stay selective as AI stocks become more volatile. She also breaks down what upcoming tech earnings could mean for the next move in markets. (Source: Bloomberg)

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BloombergLean L·3h ago
AI Spending Reshapes Tech Winners
Gabriela Santos, Chief Market Strategist for the Americas at JPMorgan Asset Management joined Bloomberg Open Interest to explains why the latest CPI report could keep the Fed on hold, why AI infrastructure spending is squeezing software companies and why investors should stay selective as AI stocks become more volatile. She also breaks down what upcoming tech earnings could mean for the next move in markets. (Source: Bloomberg)
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AI Spending Reshapes Tech Winners

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AI Spending Reshapes Tech Winners

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