Closing Bell Overtime: AI Trade Faces a Reality Check 10/14/26

Oct 14, 2026 · 44m

Coming soon to iPhone. Already have it? “Listen in Starcast” takes you straight there.

On this episode

EHEli HortonGuest
JAJackson AderGuest
JHJared HolzGuest
JPJeffrey PerlmanGuest
JSJeffrey ShermanGuest
RFRobert FrankGuest

About this episode

Oracle and CoreWeave tumble as investors question the economics of the AI infrastructure boom. KeyBanc’s Jackson Ader breaks down the selloff and what it signals for the broader technology trade. DoubleLine CIO Jeffrey Sherman examines the volatile session in the bond market. Warburg Pincus CEO Jeffrey Perlman discusses the IPO market and the growing anticipation around Anthropic’s public debut as new revenue figures come into focus. Mizuho’s Jared Holz explains why money is rotating into healthcare and where he sees opportunity. Meantime, TCW Senior Portfolio Manager Eli Horton identifies his top picks for the AI buildout as investors reassess the winners and losers. Plus, Robert Frank…