Ayoko Yoshioka
Portfolio Consulting Director at Wealth Enhancement Group who provided investor perspective on tech earnings, AI competition, and market reactions.
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Mar 13, 2026 • 44min
Meta Cable Expansion Stalled by Iran Conflict
Ayoko Yoshioka, Portfolio Consulting Director offering investor perspective on tech earnings and AI bets. Olivia Solon, Bloomberg technology editor who reported on Meta pausing the 2Africa subsea cable. They talk about how the Iran conflict is stalling major internet infrastructure in the Middle East and Africa. They also cover investor reactions to AI competition and tech-capex implications.
