When will the other shoe drop for oil and AI

Today's Market Hang panel compares the tug of war between oil (CL=F, BZ=F) and AI and the risks of AI concentration. Today's panel includes host Turney Duff, Semafor Business and Finance Editor Liz Hoffman, TMX Wall Street Horizon Head of Corporate Event Research Christine Short, Kelly Intelligence Founder, CEO, and CCO Kevin Kelly, and Yahoo Finance's Julie Hyman. Video Transcript 00:00 Speaker A basically tug of war between AI and oil. Can you can you unpack that? 00:04 Speaker B Yeah, um, she was in town last week for the the UN here and and um, yeah, she said, look, there's a supply shock on one side, a lot of oil went away. And actually that has gone better than people think. China has not bought as much, they've been relying on reserves.