‘Big Short’ investor Steve Eisman bullish on AI, big tech
Steve Eisman of Neuberger Berman predicts long-term strength in US megacap tech, driven by AI accessibility on devices. He advocates owning stocks like Apple and Nvidia amid a major tech upgrade cycle. Despite concerns over valuations, Eisman remains bullish on Nvidia, noting its strong earnings growth. He also forecasts a Trump victory in the upcoming election.
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By Alexandra Semenova
Neuberger Berman Group's Steve Eisman expects the outsized strength in US megacap technology shares will "last for years," as artificial intelligence becomes more accessible to consumers via electronic devices.
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