Franklin Templeton: AI Infrastructure Bull Case to Extend Through 2027 and Beyond

According to Bloomberg TV, Katrina Dudley, senior investment strategist at Franklin Templeton, said the bull case for AI infrastructure spending is outweighing the bear case and expects the investment theme to remain resilient through 2027 and potentially into 2028. "I believe the durability will last at least through the end of this year," Dudley noted, adding "then comes 2027, and even 2028."
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