‘Big Short’ Investor Steve Eisman Says You Have to Own Big Tech

Neuberger Berman Group’s Steve Eisman expects the outsized strength in US megacap technology shares will “last for years,” as artificial intelligence becomes more accessible to consumers via electronic devices.

People will want new AI apps on cellphones and personal computers, spurring the “biggest refresh cycle in history” as they purchase upgraded gadgets, he told Bloomberg Television in an interview on Thursday.