The AI fundamental story still appears in tact to me, says Solus' Dan Greenhaus

In the meantime, stocks are wrapping up a turbulent November. Joining us today, Dan Greenhouse, chief strategist at Solless Alternative Asset Management. Dan, happy Friday.Good to see you. >> You too, sir. >> Sounds like you think the midmon AI freakout may be behind us.>> It looks that way. Listen, again, admittedly, there was a lot of nervousness about the amount of capex spending on the part of the of the large hyperscalers, but I keep coming back to the earnings reports themselves. You have most recentl ...