Money
Are we in an AI bubble or just a market reality check?
Tech stocks falter as AI boom faces reality; market shifts towards gold amidst growing investor caution.
Tech stocks falter as AI boom faces reality; market shifts towards gold amidst growing investor caution.
Global tech stocks are losing altitude as investors question whether the AI boom has gone too far — or if the market is simply returning to earth after years of euphoric growth. With valuations for chipmakers and AI giants stretched to perfection, analysts warn that expectations may finally be colliding with economic reality.
In this segment, Brad Gastwirth from Circular Technologies joins us to unpack the trillion-dollar question: is this a healthy correction or the first crack in the AI gold rush? From hyperscaler capex surges to regulatory risks and fragile market leadership, he breaks down what’s driving investor nerves.
We also explore how the market rotation into gold and real assets reflects growing caution, and what this could mean for the future of AI-driven investing.
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