A lot of AI excitement is 'fluff,' says Jefferies' Brent Thill
Brent Thill, Jefferies analyst, joins ‘Squawk on the Street’ to discuss his caution towards the mega-cap tech sector, which companies are in the best position in the space, and themes investors should be monitoring for in big tech’s earnings. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi
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