The Bubble We Need, The Search Less Traveled and What’s Next for Bank Regulation 5/18/23

Goldman Sachs saying AI could provide a huge boost to margins in the future, is artificial intelligence the bubble the stock market currently needs? We debate. Speaking of AI, one analyst says its popularity could take a big bite out of Google’s Search ad revenue, thanks to its trip-planning capabilities. Plus, bank regulators back on the Hill today, with the Fed’s Michael Barr laying out new regulatory proposals. Oppenheimer’s Chris Kotowski weighs in on the future of the financials industry.