S&P returns would be ruined if Buffett is right about AI CapEx, says Smead Capital’s Cole Smead
S&P returns would be ruined if Buffett is right about AI CapEx, says Smead Capital’s Cole Smead
R360’s Barbara Goodstein and Smead Capital Markets’ Cole Smead, join 'Power Lunch' to discuss their takeaways from Warren Buffett's Berkshire Hathaway annual meeting.