AI capex cycle signals healthy capital markets funding rather than a late-cycle ‘big top’ – SG’s Manish Kabra
Seeking Alpha ·
The AI capex cycle has coincided with a significant shift in equity supply dynamics, with the S&P 500 ( SP500 ) share count rising approximately 2.6% since 2023, according to Manish Kabra, head of U.S. equity strategy at Société Générale.
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