Sonali Basak
@sonalibasak
Chief Investment Strategist, iCapital. Former Bloomberg anchor/chief financial corspd. Views are my own. Not an offer or recommendation.
参加 June 2009
5.2K フォロー中 63.6K 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.
もっと見る
