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.
我们公开展示核心要点。创建免费账户后可继续阅读全文、保存、讨论，并结合市场和 OSINT 背景分析。