Bloomberg Surveillance cover image

AI Capex Concerns Persist & Central Banks on Hold

Bloomberg Surveillance

00:00

Picking software winners amid sell-off

Dan names Salesforce, cybersecurity and hyperscalers as attractive on weakness and predicts M&A activity.

Play episode from 24:00
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app