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Bloomberg Surveillance TV: July 11, 2024
Bloomberg Surveillance
Balancing Infrastructure Investment and Future Uncertainties
Exploring the debate on companies' heavy investments in infrastructure amid uncertain use cases, including discussions on valuing AI companies and potential risks of overinflation. Delving into the challenges faced by various industries in adapting to economic cycles, focusing on consumer problems affecting businesses like Delta Airlines and the airline industry's margin squeeze amidst rising costs and capacity constraints.
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