Walter Todd on Bloomberg Markets: Americas
The mega-cap tech stocks have reported earnings and Alphabet is at the top, while Microsoft and Snap falter. Walter Todd discusses whether these large companies have the time to grow AI while maintaining free cash flow and outlines the opportunities available down the cap scale.
Walter also discusses the lingering risk for regional banks and the anticipated action of Powell at the Fed meeting.
Watch the full interview here, starting at 18:30.
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