Episode

Closing Bell: The AI Runway 5/7/26

Podcast: Closing Bell
Published: May 7, 2026
Duration seconds: 2536
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Canonical source: https://www.cnbc.com
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Summary

How should investors play the AI runway? We discuss with Requisite Capital’s Bryn Talkington, Bank of America’s Chris Hyzy and JPMorgan’s Stephanie Aliaga. Plus, Anthropic revealed some eye-popping new growth numbers. We discuss and debate with venture capitalist and Anthropic investor Lo Toney. And, star analyst Mike Mayo joins us fresh off Citigroup’s investor day.