What Wall Street really thinks about the AI trade now

A Bloomberg podcast discusses Wall Street's current views on the AI trade, against the backdrop of market wobbles from headlines like Anthropic's S-1 and earnings from hyperscalers Oracle and Microsoft. Barclays global head of equities tactical strategies Alexander Altmann helps make sense of whether AI is immune to interest rates, historical precedents for AI capex, and the KOSPI-fication of the S&P 500.

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