Rockefeller Capital's Fleming Sees AI Driving Economic Optimism
THE SO WHAT
When a major wealth manager CEO cites AI as a core driver of macro optimism, it reinforces AI as a capital allocation theme, not just a tech story. Expect continued investor tolerance for AI-related opex and capex—if you're pitching or budgeting, tie your story explicitly to productivity or margin expansion, not just "AI features."
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