Banríon CEO Bloomberg Markets "starting to see a broadening out of big tech into smaller AI players"

Valuations in big tech are always a hot topic. Banríon CEO Shana Orczyk Sissel discussed the challenges and opportunities on Bloomberg TV with Paul Sweeney and Caroline Hyde, noting, “Nvidia is always traded at a premium… your valuation metrics of future earnings is only as good as the E that it's based on. And so Nvidia has done a good job meeting its earnings expectations." She also emphasized the importance of looking beyond big names like Nvidia, pointing to growing AI opportunities in companies like Marvel and Broadcom.