Disappointing earnings from Intel and Amazon add to a brutal week for the AI trade, fueling a flight into Treasuries. Bessemer Trust CEO Holly MacDonald breaks down where the firm sees pockets of opportunity in this market. Video Transcript 00:00 Speaker A What is kind of the reaction both you and the client base when you have these one-day violent swings in tech, when Alphabet sees its biggest sell-off ever, when Intel is down 20%. Do you just stay on the sidelines because you are long-term capital or is it a buying opportunity? 00:16 Speaker B Uh, I think it either could be a take a breath, reassess, uh or a buying opportunity, uh to your point. We're constructive overall on the economy, on markets, on the AI buildout over time.
Chung toi hien cong khai y chinh. Tao tai khoan mien phi de doc toan bo bai viet, luu, thao luan va ket noi voi boi canh thi truong va OSINT.