AI funding concerns put core business strength in focus: Javelin Wealth Management
Polka Mishra, Partner at Javelin Wealth Management, says that last Friday's sell-off was not unexpected as investors scrutinize how AI capex is funded and the returns it delivers. Microsoft and Amazon's divergent results highlight the importance of free cash flow and core business strength.
Polka Mishra, Partner at Javelin Wealth Management, says that last Friday's sell-off was not unexpected as investors scrutinize how AI capex is funded and the returns it delivers. Microsoft and Amazon's divergent results highlight the importance of free cash flow and core business strength.
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