Live Roundups Editor's Desk Insights Executive Ops Weather About 🔍
Home › Business & Finance › Rotation in Tech Stocks Is Healthy, Jefferies' Greenberg Says
Business & Finance

Rotation in Tech Stocks Is Healthy, Jefferies' Greenberg Says

Bloomberg Technology Monday 26 October 2026, 15:01 UTC 1 min read
Key Points

Jason Greenberg, executive chairman of tech, media and telecom investment banking at Jefferies, says markets are distinguishing between winners and losers as AI infrastructure spending evolves from chips and systems toward software and, eventually, enterprise applications. He speaks on "Bloomberg Open Interest."

Jason Greenberg, executive chairman of tech, media and telecom investment banking at Jefferies, says markets are distinguishing between winners and losers as AI infrastructure spending evolves from chips and systems toward software and, eventually, enterprise applications. He speaks on "Bloomberg Open Interest." (Source: Bloomberg)
Healthy, Jefferies' Greenberg (ORG) Jason Greenberg (PERSON) Jefferies (ORG) AI (ORG)
Originally published by Bloomberg Technology Read original →

Related Stories

Welcome to the Infinite Work Machine

Bloomberg Markets 16m ago

This strategist says it’s a matter of when, not if, the AI bubble pops. Here’s how to prepare for that.

TS Lombard says the AI investment theme is a bubble destined to pop. What investors shouldn’t try to do is time when that will happen.

MarketWatch 17m ago

NBA enters prediction markets with Kalshi, Polymarket partnerships

The NBA is embracing prediction markets for the first time by naming leading platforms Kalshi and Polymarket as its preferred exchanges. Through the agreements, the league said there will be "significant integrity" protections for NBA markets, including limitations on which types of event contracts can be featured and information-sharing requirements regarding suspicious trades. "Protecting the integrity of the game is our top priority," said Scott Kaufman-Ross, NBA head of media...

CNBC 21m ago

CVC Marathon's Richards on Anthropic IPO, AI Buildout

Bruce Richards, managing partner and head of CVC Marathon, says Anthropic PBC is going to do "just fine" as a public company. He talks about the demand for AI and opposition to some data centers. He speaks on "Bloomberg Open Interest."

Bloomberg Technology 22m ago