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Financial Sense(R) Newshour

Financial Sense(R) Newshour

Trevor Noren on the $2.3 Trillion Hole at the Center of the AI Trade (Preview)

Sep 24, 2026 · 4 min

Sep 23, 2026 – Is the AI boom the biggest infrastructure buildout in history, or the most speculative? Trevor Noren of Sage Road Research joins FS Insider's Cris Sheridan to break down the widening…

Sep 23, 2026 – Is the AI boom the biggest infrastructure buildout in history, or the most speculative? Trevor Noren of Sage Road Research joins FS Insider's Cris Sheridan to break down the widening gap between $200 billion in AI revenue...

Sep 23, 2026 – Is the AI boom the biggest infrastructure buildout in history, or the most speculative? Trevor Noren of Sage Road Research joins FS Insider's Cris Sheridan to break down the widening…

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