The AI trade is in focus as Big Tech earnings are set to test investor sentiment on hyperscaler spending. Bloomberg's Sunny Bangia and Anthony Stephens as well as UBS Financial Adviser and Managing Director Xi Qiao discuss. Video Transcript 00:00 Speaker A Are we starting to kind of get out of the depths of the AI sell-off yet, particularly if we get some good big seven numbers this week or is that fundamental question about value still going to plague some of these names? 00:16 Speaker B Yeah, that's a a great point. Fundamental values are still going to be uh a concern and probably the main concern, but you know, we really remain positive on US assets, um including AI, including tech.
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