Artificial intelligence investors have spent the past two years obsessing over one question: can Nvidia Corp. (NASDAQ:NVDA), Microsoft Corp. (NASDAQ:MSFT) and Palantir Technologies Inc. (NASDAQ:PLTR) keep delivering blockbuster earnings?
In an exclusive email interview with Benzinga, SEI Investments Company‘s (NASDAQ:SEIC) Chief Investment Officer, Nathan Shetty, said they may be asking the wrong question.