Brzeski: AI remains the big story not just for markets but also economic growth

I want to talk to you about big tech earnings first. What we saw from Alphabet, strong earnings all across the board, uh growth in cloud, more adoption of its Gemini product. Do you think that's a big tailwind when it comes to big tech or investors, you know, perhaps seeing it price to perfection and looking for any weak spots in upcoming reports.>> I think this is really more of a tailwind and it really shows also that AI it remains the big story not only on on stock markets but really also for for macro a ...