
Did DataDog Ring the Bell for the AI Trade? And Is There More Trouble Ahead for the Regional Banks? 8/8/23
CNBC's "Fast Money"
00:00
The Rise of AI in the Software Sector
The market is paying attention to valuation, and so there was nothing. Energy has dominated both discretionary and tech since that July 12th CPI print. So it's less about AI gone parabolic than I think it's finally a recognition that people think the economy is slowing.
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