Broadcom, Alphabet are long-term AI winners, says Nuveen's Saira Malik
CNBC Televisionยท2025-09-25 21:10
We don't yet know who the AI winners and losers might be. Joining us now is New's chief investment officer, Sarah Malik. Sarah, good to see you.So, even though the internet turned out to actually be this worldchanging thing that investors in the late 90s and 2000 hoped, we went through this trough of disillusionment when Amazon was trading at this huge discount. How do we tell if the same's coming for AI. >> Well, tech tends to lead the market up.So, it's going to lead the market down when you and I think w ...