Is there an AI stock bubble? Here's what top Wall Street strategists are saying

In a research note out this week, Seapport Research Partners makes a call that the AI trade is indeed in the early days of a bubble driven by spending from six major companies, Amazon, Google, Meta, Microsoft, OpenAI, and Oracle. It comes as the tech sector has announced a wave of deals between some of these players. And joining me now to break down that call, Jay Goldberg, Seport Research Partners senior analyst.Jay, it's good to see you. Thank you for being here. Um, and you know, you say it's a bubble, b ...