Bloomberg Surveillance
Surveillance: Buy the AI Dip with Amoroso
Sep 7, 2023
Amoroso suggests buying the AI dip. Roth discusses the cooling of the labor market. Nathanson talks about the Disney, Charter Communications standoff. Haque says oil at $90 a barrel is significant. Tannebaum says the US is still calibrating how to respond to China.
36:31
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Quick takeaways
- Investing in AI is seen as a way to maintain and boost profit margins in low-margin sectors like retail.
- The increased focus on AI investments is expected to have different implications across sectors, potentially leading to job losses and a divergence between industries.
Deep dives
Boosting AI Investments in the Business World
Many CFOs, CEOs, and chief technology officers are racing to increase investments in artificial intelligence (AI) in order to boost productivity and preserve their bottom line. This growing interest in AI is driven by the potential for automation and robotics to replace labor, particularly in low-margin sectors like retail. Investing in AI is seen as a way to maintain and boost profit margins. The preference for AI investments is expected to continue in the coming years, as more businesses prioritize this technology to stay ahead of their competitors.
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