Macquarie: ‘Phenomenal’ AI Opportunity — What Tech Research Expects
Steve Koenig, Macquarie Capital U.S. head of technology research, outlines why AI tailwinds create a ‘phenomenal’ investment opportunity and what investors should expect from leading AI-driven companies.
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What stands out
Steve Koenig, head of technology research at Macquarie Capital U.S., called artificial intelligence (AI) a "phenomenal" opportunity on Fox Business's Making Money. That matters because it signals a sell-side analyst treating AI as a structural, revenue-driving force rather than a short-lived fad, and flags where research dollars and client allocation conversations are moving. The clip crystallizes the tension every investor faces now: how to translate bullish conviction about AI into actual portfolio choices, not just market chatter.