Squawk on the Street(@SquawkStreet):"These marginal neocloud players – they're going to have a pretty rough time going forward." @DanielTNiles tells us where he's finding value within hyperscalers and semiconductor infrastructure:

Squawk on the Street

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参加 January 2010

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Squawk on the Street@SquawkStreet

2026.10.23 16:03

"These marginal neocloud players – they're going to have a pretty rough time going forward." @DanielTNiles tells us where he's finding value within hyperscalers and semiconductor infrastructure: