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Markets Look to Big Tech for AI Payoff

Source: Bloomberg Tech · OCT 25, 2026

On Bloomberg This Weekend, MetLife Investment Management Chief Market Strategist Drew Matus examines how AI investment is driving markets, corporate spending and parts of the US economy as investors look to Big Tech earnings for evidence that the spending will pay off. Speaking with hosts David Gura and Christina Ruffini, Matus discusses risks from rising technology investment and what markets need to hear from Federal Reserve Chair Kevin Warsh on inflation. (Source: Bloomberg)

Sources

  • Read the original at Bloomberg Tech

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