Ongoing deceleration in IT spending is not reflected in tech earnings, says Jefferies' Brent Thill

Описание: Clockwise Capital's James Cakmak, Jefferies' Brent Thill, and CNBC's Steve Kovach join 'The Exchange' to discuss major themes in Big Tech earnings, a deceleration in IT spending, and the focus on A.I., cloud, and Digital Advertising.