quotes
Such a massive amount of money has gone to tech and semiconductors in the last 12 months that the trade is completely skewed,
said Todd Sohn, an ETF strategist at Strategas SecuritiesTodd Sohn,
strategas ETF strategistSome recent research has questioned if the revenues from AI alone will eventually justify this wave of capital spending on it. When assessing AI capex by individual companies, investors must consider if they are making the best use of their balance sheets and capital,
BlackRock strategists wrote in a client note on Tuesday
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