Odd Lots: What Wall Street Really Thinks About the AI Trade Now

It has been a big week for the AI trade — Anthropic's IPO filing, Microsoft beating earnings estimates. Reaction in the markets has been mixed as concerns about the AI boom grows. Global head of equities tactical strategies at Barclays, Alexander Altmann, joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss how Wall Street really feels about the AI trade right now. (Source: Bloomberg)