Investors Don't See AI CapEx Coming Down This Year, BofA Survey Says — Market Talk

1310 ET - The AI data center boom is expected to keep chugging along, according to Bank of America's latest survey of global fund managers. Of those surveyed, 79% said they do not expect one of the AI hyperscalers to announce a cut in capital expenditures this year, up from 71% in August. But inves…