Closing Bell: The State of the AI Craze 5/14/26
What does the Cerebras IPO say about the current state of the AI craze on Wall Street? We discuss with JP Morgan’s Gabriela Santos, Humilis Investments’ Brian Belski and Solus’ Dan Greenhaus. Plus, we discuss the Fed’s next era with Former Dallas Fed President Richard Fisher. He tells us what he thinks of Powell’s legacy and what he expects from a Warsh-led Fed. And, Intelligent Alpha’s Doug Clinton tells us how he is playing the tech trade – with the Nasdaq at record highs.
May 14, 2026
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May 14, 2026
Closing Bell: The State of the AI Craze 5/14/26
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42:19This episodeClosing Bell: The State of the AI Craze 5/14/26
Summary
What does the Cerebras IPO say about the current state of the AI craze on Wall Street? We discuss with JP Morgan’s Gabriela Santos, Humilis Investments’ Brian Belski and Solus’ Dan Greenhaus. Plus, we discuss the Fed’s next era with Former Dallas Fed President Richard Fisher. He tells us what he thinks of Powell’s legacy and what he expects from a Warsh-led Fed. And, Intelligent Alpha’s Doug Clinton tells us how he is playing the tech trade – with the Nasdaq at record highs.
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