Sonali Basak
@sonalibasak
Chief Investment Strategist for iCapital. Previously anchor @BloombergTV. @NYUStern MBA. Views are my own.
参加 June 2009
5.1K フォロー中 61.8K ファン
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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