Clear Harbor CEO Aaron Kennon on Bloomberg TV and Radio: The AI investment story moves beyond technology

Clear Harbor CEO Aaron Kennon returned to Bloomberg TV and Bloomberg Radio this morning for two separate conversations on the expanding reach of artificial intelligence across the economy, continued strength in corporate earnings, and opportunities across fixed income and equities.

The discussions explored how the AI investment cycle is extending beyond software and semiconductors into networking, power infrastructure, electrification, and cybersecurity, while also addressing the durability of corporate earnings, the renewed attractiveness of fixed income at higher yields, the growing importance of differentiation among AI platforms, and the capital spending trends that may help shape the next phase of the AI buildout.

Watch the Bloomberg TV Conversation Here (Segment begins at 5'25")

Listen to the Bloomberg Radio Interview Here