Janus Henderson's Jeremiah Buckely: We've seen a broadening of companies contributing to AI earnings

Tech is on pace for another week in the green. The Nasdaq looking to secure its fourth positive week in five. Big tech driving the index to more record highs this week as you know.And joining us this morning is Janice Henderson, portfolio manager Jeremiah Buckley. Jeremiah, happy Friday. Thanks for the time this morning.Good to see you. Hey, good morning Carl. Thanks for having me again.Before we get to individual names, I'm guessing that double digit earnings growth affords you some some opportunities over ...