Susquehanna's Mehdi Hosseini: AI spending is ‘spend now, ask ROI later'

Suana senior equity research analyst Media Ascent joining us this morning with the buy rating on the stock price target of 200. Medi it's good to have you back. We we put a lot of weight into what Sanjay tells us about the cycle because he tends to be a pretty straight shooter when it comes to sort of qualitative comments about where we are.What was your reaction especially coming off of the call. >> I think uh the reaction was pretty much uh in line with expectation. We have been writing about the better p ...