Uploaded August 2026 | Updated September 2026, 2 weeks ago
Lori Keith, Parnassus Investments portfolio manager and senior analyst, says megacaps are not the only way to play the AI boom. She shares where she sees opportunities in mid-caps -- from the companies powering the buildout to those using AI to boost productivity. She joins Ed Ludlow on "Bloomberg Tech."
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Lori Keith, Parnassus Investments portfolio manager and senior analyst, says megacaps are not the only way to play the AI boom. She shares where she sees opportunities in mid-caps -- from the companies powering the buildout to those using AI to boost productivity. She joins Ed Ludlow on "Bloomberg Tech."
--------
Like this video? Subscribe to Bloomberg Technology on YouTube:
youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg
Watch the latest full episodes of "Bloomberg Technology" with Caroline Hyde and Ed Ludlow here:
youtube.com/playlist?list=PLfAX25ZLrPGTygCwn55voYZ_LYyKjxokJ
Get the latest in tech from Silicon Valley and around the world here:
bloomberg.com/technology
Connect with us on...
X: twitter.com/technology
Facebook: facebook.com/BloombergTechnology
Instagram: instagram.com/bloombergbusiness
Follow Ed Ludlow on X here: twitter.com/EdLudlow
Follow Caroline Hyde on X here: twitter.com/CarolineHydeTV
Listen to the daily Bloomberg Technology podcast here:
bloomberg.com/podcasts/series/bloomberg-technology
More from Bloomberg Business
Connect with us on...
X: twitter.com/business
Facebook: facebook.com/bloombergbusiness
Instagram: instagram.com/bloombergbusiness
LinkedIn: linkedin.com/company/bloomberg-news
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