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Bloomberg

Plurimi CIO Sees Value in AI Supply Chain

Plurimi Wealth Chief Investment Officer Patrick Armstrong says he sees value in the artificial intelligence supply chain, stocks such as Micron, Samsung and Nvidia. "We're underweight the Magnificent Seven the hyperscalers those are the companies that are spending a trillion dollars over the next 12 months on AI datacenters," Armstrong tells Bloomberg Television. "And we own the companies they're giving the money to."

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Bloomberg

Autodesk CEO Says MaintainX Acquisition Presents Exciting Opportunity

Autodesk President and CEO Andrew Anagnost details the company's $3.6 billion acquisition of MaintainX, emphasizing that the deal represents a strategic move to extend Autodesk's offerings from design and manufacturing into the operational phase of the built environment lifecycle. He speaks with Matt Miller on "Bloomberg Open Interest."

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