Altaf Kassam
Senior investment strategist at State Street Investment Management, serving in a leadership role in investment strategy and research and providing market commentary on themes like AI spending and chip demand.
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Jan 29, 2026 • 13min
Meta’s AI Spending Pays Off
Altaf Kassam, senior investment strategist at State Street, offers a market-focused take on AI spending and chip demand. He contrasts Meta’s AI-driven ad gains with slower cloud results at rivals. He explains why markets reward near-term AI monetization, how consumers are responding to AI ads, and when heavy AI spending alarms investors.
