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

24.1K views
•
November 26, 2025
by
CNBC Television
YouTube video player
We've likely greatly overpriced the AI trade, says Cole Smead

Transcript

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

Install to Summarize YouTube Videos and Get Transcripts

Explore YouTube Video Summarizer or Get YouTube Transcript Extractor

Read in Other Languages (beta)

English

Share This Summary 📚

Explore More Summaries from CNBC Television 📚

Battle of the Chatbots: OpenAI vs. Google thumbnail
Battle of the Chatbots: OpenAI vs. Google
CNBC Television
Sara Nelson on record Thanksgiving travel: In the best position possible going into this holiday thumbnail
Sara Nelson on record Thanksgiving travel: In the best position possible going into this holiday
CNBC Television
What Did Treasury Secretary Scott Bessent Say About Trade Deals? thumbnail
What Did Treasury Secretary Scott Bessent Say About Trade Deals?
CNBC Television
Tracking inflation without CPI: Here's what to know thumbnail
Tracking inflation without CPI: Here's what to know
CNBC Television
I wouldn't stick your neck out on Six Flags, says Jim Cramer thumbnail
I wouldn't stick your neck out on Six Flags, says Jim Cramer
CNBC Television
Private payrolls rose 42,000 in October, more than expected and countering labor market fears: ADP thumbnail
Private payrolls rose 42,000 in October, more than expected and countering labor market fears: ADP
CNBC Television