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AI is driving the market, but is it still in the early innings, or has the rally already run too far? In this episode, special guest Jeremy Yeung joins hosts Zayla Saunders and Hilly Cutler to break this down, including why the AI supply chain may present a more compelling opportunity than the hyperscalers, and what it takes to stay ahead in one of the fastest-moving sectors in the market today. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Hilly Cutler is Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM. They are joined by Jeremy Yeung, Portfolio Manager (Technology and Communications), Global Equity at BMO GAM. This episode was recorded live on Monday, June 29, 2026.