# Closing Bell: The AI Runway 5/7/26

Page: https://stenobird.com/podcast/closing-bell-5237668/closing-bell-the-ai-runway-5-7-26
Text version: https://stenobird.com/podcast/closing-bell-5237668/closing-bell-the-ai-runway-5-7-26.md
Podcast: [Closing Bell](https://stenobird.com/podcast/closing-bell-5237668)
Published: 2026-05-07T20:18:50+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/d13412e5-373f-49ef-b0d3-745a4f74427f/episodes/c16a2155-075e-4a07-9217-c50db681f34a/audio/128/default.mp3?aid=rss_feed&awCollectionId=d13412e5-373f-49ef-b0d3-745a4f74427f&awEpisodeId=c16a2155-075e-4a07-9217-c50db681f34a&feed=Nh1wIaXT
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JSON: https://stenobird.com/v1/public/podcasts/closing-bell-5237668/episodes/closing-bell-the-ai-runway-5-7-26
Duration seconds: 2536

## Resource

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.

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## Transcript

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