Sonali Basak
@sonalibasak
Chief Investment Strategist, iCapital. Former Bloomberg anchor/chief financial corspd. Views are my own. Not an offer or recommendation.
Joined June 2009
5.2K Following 63.6K Followers
Brutal showing by IBM. The direct acknowledgment that clients have shifted AI capex spend toward core infrastructure — the question is how long the “reprioritization” lasts.
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