BofA Securities' Savita Subramanian says there’s opportunity in this corner of the market that isn’t getting attention
The firm's head of U.S. equity and quantitative strategy favors what she calls "old school capex" stocks that have yet to price in any AI gains.
The firm's head of U.S. equity and quantitative strategy favors what she calls "old school capex" stocks that have yet to price in any AI gains.
