Bloomberg Surveillance cover image

Markets Rebound on Strong Start for Earnings

Bloomberg Surveillance

00:00

Why US and EMEA IT budget growth is below historic levels

Paul asks about weakening IT budget growth; Balani explains wallet share shifts, keep-the-lights-on spending, and allocation dilemmas for AI.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app