Early Innings, Driven by Fundamentals
October 29, 2025, 8:15 pm IST The current AI investment cycle, despite the colossal market capitalization gains seen in mega-cap technology firms, remains firmly in its “early innings,” according to John Belton, Growth Portfolio Manager at Gabelli Funds. This assertion, shared during a recent discussion on CNBC’s “The Exchange” with Dom Chu, Tim Seymour, and…