Good time to buy if you believe in the long-term AI thesis: Analyst
Ray Wang, Principal Analyst at Constellation Research, explains the bifurcation in the markets as companies like Alphabet scale up their capex spend, and others, like Microsoft, hold back.
Ray Wang, Principal Analyst at Constellation Research, explains the bifurcation in the markets as companies like Alphabet scale up their capex spend, and others, like Microsoft, hold back.