Market Outlook: AI spending fuels next wave of technology gains - BNN Bloomberg
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Article Excerpt
Artificial intelligence infrastructure spending continues to drive demand across the technology sector, with companies tied to servers, semiconductors and customized AI chips benefiting from the ongoing buildout.
BNN Bloomberg spoke with Michelle Connell, president and owner of Portia Capital Management, about Hewlett Packard’s earnings, opportunities in technology, utilities and commodities, and the companies she is watching during a busy week of earnings reports.
Key Takeaways
Hewlett Packard’s strong quarter reinforces that demand for AI infrastructure remains robust beyond the industry’s…
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