AI Investment Cycle: Early Innings, Driven by Fundamentals
29 October 2025 at 22:15
The post AI Investment Cycle: Early Innings, Driven by Fundamentals appeared first on StartupHub.ai.
The current AI investment cycle, despite the colossal market capitalization gains seen in mega-cap technology firms, remains firmly in its “early innings,” according to John Belton, Growth Portfolio Manager at Gabelli Funds. This assertion, shared during a recent discussion on CNBC’s “The Exchange” with Dom Chu, Tim Seymour, and Barbara Doran, challenges the notion that […]
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