Jensen Investment Management’s Kevin Walkush joins Caroline Hyde and Ed Ludlow to discuss the state of the chip sector as spending on artificial intelligence remains a central priority for Wall Street. He shares why he thinks the chip industry is cyclical and how to balance short-term needs with a long-term view. He speaks on “Bloomberg Technology.”
——–
Like this video? Subscribe to Bloomberg Technology on YouTube:
Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:
Get the latest in tech from Silicon Valley and around the world here:
Connect with us on…
X:
Facebook:
Instagram:
Follow Ed Ludlow on X here:
Follow Caroline Hyde on X here:
Listen to the daily Bloomberg Technology podcast here:
More from Bloomberg Business
Connect with us on…
X:
Facebook:
Instagram:
LinkedIn:
TikTok:
source
