Sonali Basak
@sonalibasak
Chief Investment Strategist for iCapital. Previously anchor @BloombergTV. @NYUStern MBA. Views are my own.
가입 June 2009
5.1K 팔로잉 중 61.8K 팬
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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