AI infrastructure trade not dead

2 statements, Jul 30, 2026 15:00 UTC to Sep 23, 2026 12:30 UTC

News

Created Jul 30, 2026 15:00 UTC

Updated Sep 23, 2026 12:30 UTC

BNYMM

Statements (2)

Neutral
Brock Campbell, BNY Mellon's Global Infrastructure Income fund manager, says the AI-infrastructure trade is not over.
marketwatch.comSep 23, 2026 12:30 UTC
Neutral
AI Trade is dead according to infrastructure providers.
barrons.comJul 30, 2026 15:00 UTC