Will heavy AI spending continue?

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"Will heavy AI spending continue?"

"This issue of Briefings looks at what’s next for the boom in AI infrastructure, why China’s stimulus may partially offset US tariffs in 2025, and whether investors should worry about market concentration risk. In addition, the CEO and CIO of Soros Fund Management Dawn Fitzpatrick discusses investment opportunities. Plus, take the Briefings Brainteaser on holiday shopping.&nbsp;\r\n"

This issue of Briefings looks at what’s next for the boom in AI infrastructure, why China’s stimulus may partially offset US tariffs in 2025, and whether investors should worry about market concentration risk. In addition, the CEO and CIO of Soros Fund Management Dawn Fitzpatrick discusses investment opportunities. Plus, take the Briefings Brainteaser on holiday shopping.&nbsp;

Briefings

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