Belton: "Don't Think A.I. is Slowing" Despite "Violent" Selling Action
Schwab Network · Schwab Network
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Show Notes
John Belton expects the tech trade to rebound from current lows and sees A.I. pockets weathering a tariff storm. His data points to "overwhelmingly positive" A.I. sentiment that shows more need for data centers and A.I. infrastructure. Software names like Microsoft (MSFT), Oracle (ORCL) and OpenAI are among the companies he believes are poised to profit.
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