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Today β€” 19 December 2025Main stream

AI Trade’s Resurgence Hinges on Cash-Flow Strength, Not Just Demand

18 December 2025 at 23:45

The post AI Trade’s Resurgence Hinges on Cash-Flow Strength, Not Just Demand appeared first on StartupHub.ai.

The resurgence of the artificial intelligence trade is not merely a question of burgeoning demand for AI infrastructure, but critically, how that demand is financed. Michael Sansoterra, Chief Investment Officer at Silvant Capital Management, recently articulated this nuanced perspective on CNBC’s β€œThe Exchange,” emphasizing that while the AI boom is undeniably robust, market participants are […]

The post AI Trade’s Resurgence Hinges on Cash-Flow Strength, Not Just Demand appeared first on StartupHub.ai.

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