Snapshot from Aug 20, 2026 at 07:00 UTC. For live data and tracking: View Live
Entities / People / John Lamb
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John Lamb

Tracked across 1 events · 6 articles · First seen Jul 20, 2026 · Last active Aug 17, 2026

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Business
Asset managers bet on AI winners
Following the latest earnings season, the AI investment narrative has shifted from whether Big Tech's massive capital expenditures will pay off to identifying which companies will deliver long-term returns. Microsoft and Amazon (company) reported results…
Impact: John Lamb, equity investment director at Capital Group, views AI as an expanding ecosystem and recommends holding both chips and hyperscalers.
Aug 17, 2026 · 6 articles
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