What Is the AI Trade in 2026?
Bloomberg Television·2025-12-22 23:47
Ted, what adoption do you want to see in 2026 to help bring together this mismatch. >> Well, it's a great question and thanks Caroline for having me and happy holidays. Um, listen, this cycle is probably the most robust I've seen in 30 year 30 plus years of doing this.So, the the overall GEI infrastructure is not going to change. Um, the the spend is still robust. Uh but in reality uh you have the socks up 42%. You have the NDX up 21%. And you have the IGV index which is the software kind of uh uh index for ...