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AI trade is now more and more tied to OpenAI's success, says UBS' Ulrike Hoffmann-Burchardi
CNBC Televisionยท2025-11-03 19:23

Joining me now is Olria Hoffman Berte. She is chief investment officer America's and global head of equities at UBS global wealth management. Thank you so much for joining us.I mean there's so much to talk about in the markets but because we have yet another deal in the AI open AI space this time with AWS Amazon I'd love to talk about how that sort of underpins the idea of technology powering the economy. Do you think that this can continue at this rate. Well, I think it's a great observation.I think first ...