Joining me now to discuss Ashley McNeel, Vista Equity Partners, head of equity capital markets. Welcome back. >> Thank you.>> It's such a good time to have you because there are so many different opinions about this whole AI bubble or not. Um you say that you remain quote responsibly bullish on the market. So what does that mean.Respon like friends don't let friends buy AI stocks at these levels. Like what is that. >> Yeah.No, it means being measured about your approach recognizing that yeah, we're probably ...

The bullishness hasn't dried up. Jeff Buchbinder, chief equity strategist at LPL Financial, said Thursday that growth stocks, particularly those with ties to AI, were supported in the third quarter by strong earnings, expectations of AI-driven growth, and easing interest rates, which make borrowing less expensive. Wall Street analysts largely expect those trends to continue. There's wariness about a bubble in AI; Even Jeff Bezos has suggested that it's in a kind of "industrial bubble" in which it can be dif ...