Investors Are Being Discerning With the AI Trade: BMO's Schleif

That anxiety around Oracle, around companies that have been tapping the debt markets to finance the I well focus on infrastructure. Do you think it's the right moment to be going into these sorts of names or to be putting back. I think it's very interesting because, as you know, there's been a lot of chat on the street, if you will, about are we in a bubble.Are we not in a bubble. But the fact that investors are being very discerning, they're putting money in private companies are putting money in some of t ...