Morning Brief host Julie Hyman breaks down the top market stories and AI trade themes on December 17, 2025.
Bloomberg Intelligence analyst Mandeep Singh, Counterpoint Research senior research analyst Yang Wang, and Yahoo Finance markets and data editor Jared Blikre discuss developing stories in the AI ecosystem as they examine the high costs of building out AI infrastructure.
NYSE Senior Market Strategist Michael Reinking talks about the recent bouts of volatility within the AI trade.
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