Squawk Pod: Paul Tudor Jones with an AI outlook - 05/07/26 | Audio Only

Watch on YouTube ↗  |  May 07, 2026 at 16:55  |  31:31  |  CNBC
Speakers

Summary

Legendary investor Paul Tudor Jones joins Squawk Pod to share his bullish market outlook after an AI conference, comparing the current environment to late 1999 and revealing he bought more AI stocks. He also discusses the urgent need for AI regulation and existential risks. The episode also covers Anthropic's 80-fold revenue growth, surging jet fuel prices, and GameStop CEO Ryan Cohen's eBay antics.

  • Paul Tudor Jones bought more AI stocks after attending a top AI conference.
  • He compares the current market to late 1999, expecting another 40% upside.
  • He emphasizes the need for AI regulation and watermarking of AI content.
  • A poll at the conference showed 60% now believe AI poses a 10% chance of wiping out half of humanity in 20 years.
  • Anthropic reported 80-fold revenue growth in Q1 on an annualized basis.
  • Jet fuel prices surged, raising concerns about midterm election impacts on Republicans.
  • GameStop CEO Ryan Cohen's eBay account was humorously suspended.
  • The Robin Hood Foundation's annual benefit will focus on food insecurity.
Trade Ideas
Paul Tudor Jones Founder, Tudor Investment Corp. 20:35
Bought more AI stocks.
After attending an intimate AI conference with the leading builders and entrepreneurs, Paul Tudor Jones became more convinced of the AI opportunity, comparing the current productivity miracle to the PC and internet eras. As a macro trader, he bought more AI stocks, viewing the sector as having significant runway.
AIQ HIGH
Paul Tudor Jones Founder, Tudor Investment Corp. 22:10
S&P 500 has 40% upside.
Paul Tudor Jones draws a direct parallel between the current AI-driven market and the late-1999 period, citing similar multiples, earnings, and the Fed being constrained (Y2K then, election now). He believes the market has another 40% upside and a year or two of runway before a potential peak, similar to the 1999-2000 ramp.
SPY HIGH
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This CNBC video, published May 07, 2026, features Paul Tudor Jones discussing AIQ, SPY. 2 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Paul Tudor Jones  · Tickers: AIQ, SPY