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.
By Sagarika Jaisinghani · Bloomberg Markets
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.