Are AI valuations sustainable? Deutsche Bank's Adrian Cox on whether the AI boom will go bust

And our next guest is tracking whether the AI uh boom will go bust. Joining us now, Adrien Cox, the MATX strategies strategist uh with the Deutsch Bank Research Inst uh Institute. Good morning.Um any any late cycle signs that you're seeing at this point, Adrian, or or we're still early. What inning are we. >> Yeah, it's uh it's interesting.Obviously, you can only identify a bubble once it's burst back there in the rearview mirror. But one thing which we have been seeing is a huge bubble in the term AI bubbl ...