The AI Trade: Where Are We Now?

In this episode, Evercore’s Marc Harris, Amit Daryanani and Mark Lipacis sit down to discuss the AI trade: where we are in the investment cycle, how it compares to previous cycles, what has changed, and more.  Marc Harris – *Director of Global Research, Evercore’s Equities Business* Amit Daryanani – *Senior Managing Director, Evercore’s Equities Business* Mark Lipacis – *Senior Managing Director, Evercore’s Equities Business* *© Evercore Inc. 2026 All rights reserved.* *The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.*