Watch for the lesser companies when the AI shakeouts happen, says NYU's Aswath Damodaran
Our next guest is the so-called dean evaluation oswat the motor and NYU Stern School of Business professor of finance. Welcome back. It's nice to see you.>> Thank you for having me. >> You have multiple headline comments that I that I want to get to, but I want to I want to start with because the hyperscalers are having such a nice bump today on the on the back of their earnings. Uh the big question is how much the correction will continue.My bet is that we hit peak AI a few months ago and that there will b ...