Jason Trennert on market melt-up, corporate profits, and AI

Name: Jason Trennert on market melt-up, corporate profits, and AI
Uploaded: 2026-05-12T22:55:36Z
Duration: 1 min 6 s
Description: Jason Trennert, Chairman and CEO of Strategas, a Baird Company, discusses the current market "melt-up," attributing it to strong corporate profits and the ongoing AI trade. Maria Bartiromo asks for advice for clients and highlights the data center build-out, with Trennert emphasizing the long-term potential of AI investment.

Mornings With Maria · FBN · May 12, 2026 · 1m 6s

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Jason Trennert, Chairman and CEO of Strategas, a Baird Company, discusses the current market "melt-up," attributing it to strong corporate profits and the ongoing AI trade. Maria Bartiromo asks for advice for clients and highlights the data center build-out, with Trennert emphasizing the long-term potential of AI investment.

Watch Jason Trennert on market melt-up, corporate profits, and AI - Mornings With Maria | FOX One