Ed Yardeni: Air is coming out of the AI bubble without the bubble bursting
CNBC Television · 4:47 · Watch on YouTube
Stocks rose as Anthropic’s IPO talk revived the AI trade in chips, memory, and neoclouds, even after Elon Musk warned that more than 200 companies could face “guppy-level” failure. Ari Wald and Ed Yardeni both treat a...