The $700B Question: Is Big Tech’s AI Bet Paying Off?
0:00 Intro: Market Catalysts
1:05 Hormuz, Oil & Pump Prices Jake Conley
4:57 Gargi Chaudhuri (BlackRock)
11:49 Milken Conference: Brian Sozzi & Jim Zelter (Apollo)
21:14 Siemens USA CEO Ann Fairchild
28:36 Josh Lipton & Deborah Weinswig
37:13 Berkshire: Cathy Seifert (CFRA)
Disclosure: Yahoo is a portfolio company of funds managed by affiliates of Apollo Global Management.
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