Has AI Reached Its Peak? And Can Crypto’s Run Continue? 12/4/23

Discussion on the recent rally in AI-focused stocks and the future prospects of the industry. The hosts also talk about the surging price of Bitcoin. The chapter touches on Alaska Air's acquisition of Hawaiian Airlines and the challenges of acquiring airlines. The hosts express concerns about the future of home builders and real estate. Swiss pharmaceutical company Roach acquires American obesity drugmaker Carmit Therapeutics. Discussion on a pharmaceutical deal and the competition in the obesity drug race. The speakers discuss taking money off the table and speculating on Toll Brothers.