Business & Finance
What Wall Street Really Thanks About the AI Trade (Podcast)
Key Points
Odd Lots: What Wall Street Really Thinks About the AI Trade Now Odd Lots What Wall Street Really Thinks About the AI Trade Now It has been a big week for the AI trade — we've seen wobbles in the market, many of them in response to headlines like the Anthropic S-1 and earnings from the hyperscalers (Oracle, Microsoft, etc.).
Odd Lots: What Wall Street Really Thinks About the AI Trade Now
Odd Lots
What Wall Street Really Thinks About the AI Trade Now
It has been a big week for the AI trade — we've seen wobbles in the market, many of them in response to headlines like the Anthropic S-1 and earnings from the hyperscalers (Oracle, Microsoft, etc.). So what does Wall Street make of all the news, and how are they processing an increasing sense that the laws of the economy barely apply to AI? Today, we speak with Alexander 'Alty' Altmann, global head of equities tactical strategies at Barclays, and he helps us make sense of how Wall Street really feels about the AI trade right now. We also talk about the KOSPI-fication of the S&P 500, if there are any historical precedents for the capex going into the AI buildout, and if AI is really immune to interest rates.
Oct 29, 2026