Not seeing economic headwinds that would derail a bull market, says Evercore ISI's Julian Emanuel

Joining us now is Ever ISI senior managing director Julian Emanuel. Julian, you seem optimistic overall, but with AI having played such a big part in this market's multiple, can it really charge higher with now we're seeing turbulence both on the infrastructure side and some of the software. >> No, there's no question about the fact that the market is trying to digest it.And if you think about the the course of the AI trade over the last couple years, you've had these occasional what we would refer to as ai ...