technology

Principal's Seema Shah Discusses AI Capital Expenditure Cycle and Market Sentiment

9 Ekim 2026Bllomberg

Seema Shah, Chief Global Strategist at Principal Global Investors, addresses the AI capital expenditure cycle's effects on markets at the Milken Institute Asia Summit.
Seema Shah, the Chief Global Strategist at Principal Global Investors, shares insights on the current AI capital expenditure cycle and its influence on investor sentiment. Her comments were made during a discussion with Avril Hong at the Milken Institute Asia Summit held in Singapore.
The conversation highlights the growing significance of AI investments in shaping market dynamics.
The Milken Institute Asia Summit serves as a platform for leaders in finance and technology to discuss pressing economic issues, with AI emerging as a central theme. The discussions around AI capital expenditures are particularly relevant as businesses seek to leverage technological advancements for competitive adva…
Shah's insights underscore a pivotal moment in the investment landscape where AI technologies are not just a trend but a fundamental driver of capital allocation. As companies increasingly invest in AI, understanding the implications for market sentiment becomes crucial for investors looking to navigate this evolvin…

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The views expressed in this article are those of the author and do not necessarily reflect the views of Bloomberg or Principal Global Investors.

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