Fox interview: Camporeale and Brigati on AI capital spending, the third industrial revolution and next week’s key test
J.P. Morgan Wealth Management Chief Investment Strategist Phil Camporeale and SWBC Chief Investment Officer Chris Brigati speak with Fox: approximately 15 trillion dollars in AI-related capital spending over the next 15 years will deliver the strongest G7 growth in nearly 15 years, but the market is now scrutinizing how the money will be financed; next week’s Federal Reserve rate decision and earnings from Microsoft, Amazon and Google are the key tests for the AI narrative.
Fox Business ·