The Rundown
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AI Is Driving Profits Higher, but It’s Not the Whole Story (ft. Nasdaq Chief Economist)

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Nasdaq Chief Economist Phil Mackintosh says the AI boom looks a lot like 1997, and its biggest winners may not exist yet. He joins Zaid Admani to break down what the internet era reveals about AI, why rising rates haven't slowed the spending, how earnings growth is spreading beyond big tech, and what's keeping smaller companies from going public.

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