Odd Lots: What Wall Street Really Thinks About the AI Trade Now
TL;DR
It has been a big week for the AI trade — Anthropic's IPO filing, Microsoft beating earnings estimates. Reaction in the markets has been mixed as concerns about the AI boom grows. Global head of equities tactical strategies at Barclays, Alexander Altmann, joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss how Wall Street really feels about the AI trade right now. (Source: Bloomberg).
Nauti's Take
For small teams, this is first a source and plausibility check: an IPO filing and strong quarterly results do not prove durable returns for individual AI workflows. Before making a larger commitment, measure whether your use case saves meaningful time or creates revenue, then include the ongoing model, data, and infrastructure costs.
Summary
It has been a big week for the AI trade — Anthropic's IPO filing, Microsoft beating earnings estimates. Reaction in the markets has been mixed as concerns about the AI boom grows.
Global head of equities tactical strategies at Barclays, Alexander Altmann, joins Joe Weisenthal and Tracy Alloway on the Odd Lots podcast to discuss how Wall Street really feels about the AI trade right now. (Source: Bloomberg)
Sources