Quote · Bloomberg Intelligence
Accenture Forecast Sends Stock Tumbling a Record 20%
Where this was said
Industrials, Mid-Cap, and the AI-Re-Globalization Intersection
At 30:10 · chapter starts 29:53
Ann Miletti recommends mid-cap industrials as sitting at the crossroads of AI capex growth and re-globalization, with less global exposure and more attractive valuations than large caps. [1] — Ann Miletti "Industrials sit at the crossroads of AI infrastructure spending and the re-globalization trend. Mid-cap names in the space have lower globa…" 29:53
Industrials sit at the crossroads of AI infrastructure spending and the re-globalization trend. Mid-cap names in the space have lower global exposure and more attractive valuations than large-caps, making them a compelling shelter if AI euphoria unwinds.
