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AI Spending Powered by Demand: JPMorgan’s Aliaga

JPMorgan Global Market Strategist Stephanie Aliaga says she isn’t concerned about the AI spending splurge because there is demand to back it up. But she tells “Bloomberg Tech” why investors shouldn’t be rewarding redundant capital commitments. ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology”…

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JPMorgan Global Market Strategist Stephanie Aliaga says she isn’t concerned about the AI spending splurge because there is demand to back it up. But she tells “Bloomberg Tech” why investors shouldn’t be rewarding redundant capital commitments.
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1 Comment

  1. @betopatricio3942

    September 26, 2025 at 4:28 pm

    BB she’s not paid to answer serious questions 😅

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