Impatience Over Earnings Growth From AI Capex: Arnaud
Delphine Arnaud, Multi-Asset Portfolio Manager at Edmond de Rothschild Asset Management, says AI valuations have rapidly outpaced what capital expenditures have delivered to date. She speaks to Bloomberg's Joumanna Bercetche...
By Bloomberg Markets · Bloomberg Markets
Delphine Arnaud, Multi-Asset Portfolio Manager at Edmond de Rothschild Asset Management, says AI valuations have rapidly outpaced what capital expenditures have delivered to date. She speaks to Bloomberg's Joumanna Bercetche on 'Horizons Middle East and Africa.' (Source: Bloomberg)