Surveillance: Michele sees recession by year end
Bloomberg Surveillance
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The Future of Artificial Intelligence
The easy answer right now is on the semiconductor side of things. And that's clearly where the action has been here in recent weeks. Now other names like an alphabet as well as meta, we think are going to be a little bit tougher calls. We think there is some kind of positives out there, but I don't think it's as clear as potentially a name like Microsoft out there.
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