Nadia Lovell, head of global equity strategy at UBS Global Wealth, said memory is a “stickier,” structural story for AI and has further to run as part of the trade, according to Bloomberg.
Lovell made the comments in an interview with Matt Miller and Dani Burger on Bloomberg’s “Open Interest.”
AI | UBS’s Lovell Says Memory Is a Structural AI Trade
2026-06-25 18:45:04
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