Ep 73 | Mandeep Singh | Is the SaaS-Pocalypse Over, and Where Are We in the AI Capex Cycle? | ROI Podcast

About this episode

Mandeep Singh discusses the impact of artificial intelligence and innovations in the technology sector.

Mandeep Singh, global head of Technology Research at Bloomberg Intelligence, joins the podcast to provide an update on the growing impact of artificial intelligence and other cutting-edge innovations. ---------------------------------------------------------------------------------------------- Subscribe Here to the ROI Podcast & other First Trust Market News Website: First Trust Portfolios Connect with us on LinkedIn: First Trust LinkedIn Follow us on X: First Trust on X Subscribe...

People in this episode

Host: First Trust Portfolios

Guest: Mandeep Singh

Topics covered

• SaaS
• artificial intelligence
• technology research
• investment trends
• AI Capex cycle

Keywords

• SaaS-Pocalypse
• AI Capex
• technology
• investing
• Bloomberg Intelligence

Mentioned in this episode

Organizations: Bloomberg Intelligence

More episodes of First Trust ROI Podcast

• Ep 72 | Brian Wesbury | Can AI Make a Pencil? | ROI Podcast · May 26, 2026 · 55 min
• Ep 71 | Brian Murphy | What Does AI Disruption Mean for Private Credit? | ROI Podcast · May 12, 2026 · 51 min
• Ep 70 | Bill Housey | Has the Quality of Junk Improved? | ROI Podcast · April 28, 2026 · 44 min
• Ep 69 | Jim Murchie | What Does AI Demand and a War in Iran Mean for Utilities and Energy? | ROI Podcast · April 13, 2026 · 51 min
• Ep 68 | Bob Stein | How Will the War in Iran Impact the Economy and Elections? | ROI Podcast · March 30, 2026 · 51 min
• Ep 67 | Gibson Smith | How Will the War in Iran Impact Bond Markets? | ROI Podcast · March 16, 2026 · 47 min