Nadia Lovell, mentioned 5 times across podcast episodes and expert conversations analyzed by Sonic.
Nadia Lovell of UBS predicts that global CapEx will exceed $800 billion and could approach $1 trillion.
Nadia Lovell of UBS states that the four largest hyperscalers have earmarked over $700 billion in CapEx for this year, referencing recent capital raises by companies like Alphabet.
UBS believes there is a possibility for a Federal Reserve interest rate cut this year.