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'Buy the Pull Back,' Says Jefferies’ Thill

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October 30, 2025

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Investors are pulling back from some tech stocks on news of big capital expenditures. But Brent Thill, equity research analyst at Jefferies, says companies must spend because demand is there and investors should buy the pullback. He joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.”

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'Buy the Pull Back,' Says Jefferies’ Thill · Bloomberg Technology · Sentinel