AI-related equities

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14:28
Apr 23
Greg Calnon Bloomberg Markets
AI infrastructure investment still has room.
After a period of less acceleration in AI tech, there is an opportunity to reenter because 40% of S&P earnings come from AI infrastructure investment, and that investment has more room to run. The AI trend is real and persistent, driven by massive capital spending by hyperscalers on chips, power sources, and data centers.
AI-related equities
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About AI-related equities Analyst Coverage

Buzzberg tracks AI-related equities across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.