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ICM's Michael Krawietz says US tech giants likely to keep AI investment plans

NewsFeeds update

ICM investment bank economist and portfolio manager Michael Krawietz said a real shift in US AI policy seems unlikely after Democratic election gains, so hyperscalers are expected to stick to their investment plans for now. He noted hyperscalers have become a distinct issuer group in the investment-grade bond market.

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Read the original on Odaily

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Every update is a short rewrite, by AI in our own words, of a flash from the outlet named on it, credited and linked. Not investment advice.