We've likely greatly overpriced the AI trade, says Cole Smead

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November 26, 2025
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CNBC Television
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We've likely greatly overpriced the AI trade, says Cole Smead

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FUTURES. RIGHT NOW. WE DO HAVE SOME GREEN ON THE SCREEN. ABOUT 80 POINTS ON THE DOW. IF WE OPENED UP RIGHT NOW WE'VE GOT 22 POINTS ON THE S&P 500. THE NASDAQ LOOKING TO OPEN ABOUT 115 POINTS HIGHER. JOINING US RIGHT NOW COLE SMEAD CEO AND PORTFOLIO MANAGER SMEAD CAPITAL MANAGEMENT. THIS IS TYPICALLY A LIGHT VOLUME DAY AHEAD OF THE HOLIDAYS COLE. BU... Read More

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