3 May 2026
Nitin Sacheti examines the AI trade saying there are tangential segments of the global economy that will benefit from continued expansion.
Nitin highlights the energy stocks as a group to watch as the demand for fueling AI data centers will come with a demand for more energy. He adds that some of the recent AI trade run-up can be pointed to Anthropic's Claude, with Mag 7 names like Alphabet (GOOGL) looking to keep up. Segment originally aired Thursday, April 30, 2026.
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