Norton: There's a lot of enthusiasm over the AI trade, but there's also a long buildup

positive week overall, but this morning we're seeing the futures and of course the AI trade reacting to those Broadcom earnings. You call this another moment of doubt similar to Deep Seek much earlier this year and then also Oracle and some of the questions that we've seen about that company as an open AI proxy. If we're seeing so many moments of doubt, what does that say about sentiment for the AI trade going into the new year.Well, I think what we can see with AI and with the trade broadly is that of cour ...