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AI trade is more of a boom than a bubble, says Piper Sandler's Michael Kantrowitz
CNBC Televisionยท 2025-10-28 17:48
Joining me now is Michael Canerwitz, chief investment strategist at Piper Sandler. Thank you for being here, Michael. Uh, so let's get into the terminology here because one thing that Gates was saying to Andrew earlier today was this notion that a bubble is used to describe both the 17th century tulip mania as well as what we saw in the 1990s uh and early 2000s with regard to the internet.After the internet, there were a lot of real companies that came out of it. So, it wasn't just this speculative bubble w ...