Name: Katrina Dudley on AI Spending & Tech Trade's Next Phase
Uploaded: 2026-05-27T14:52:00.108-05:00
Duration: 6 min 43 s
Description: AI CapEx continues to drive markets globally as investors weigh whether growth can justify valuations. Katrina Dudley highlights opportunities beyond mega-cap tech, pointing to picks-and-shovels names and Micron (MU) benefiting from strong demand.

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<p>AI CapEx continues to drive markets globally as investors weigh whether growth can justify valuations. Katrina Dudley highlights opportunities beyond mega-cap tech, pointing to picks-and-shovels names and Micron (MU) benefiting from strong demand.</p>

Katrina Dudley on AI Spending & Tech Trade's Next Phase

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