September’s Volatilty
We believe it’s a buying opportunity
Written by CEO & CIO, Bruce Murray, CFA.
Written by CEO & CIO, Bruce Murray, CFA.
Written by Head of Research, Jamie Murray, CFA
It’s All Fun and Games Until Someone Loses AI
The technology sector has lagged the broader market since early July. Investors are questioning the level of capital investment needed to build out AI networks and the ultimate return on investment that will be achieved because of this heightened spending phase. Capital spending is projected to increase through 2025, as new AI computing hardware arrives, and along with it, the hope of ushering in a wave of AI breakthroughs.
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