AI isn't a bubble but the real upside is shifting

You can catch Trader Talk on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. What if the AI boom is just getting started? On this episode of Trader Talk, Kenny Polcari sits down with tech analyst Daniel Newman to break down why AI is still in its earliest innings—and why market leadership is starting to broaden beyond the Magnificent Seven. They unpack the implications of the Nvidia (NVDA) and Eli Lilly (LLY) partnership, enterprise AI adoption, and where investors may find the next wav ...